See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $38,913 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,914 | $86,944+14.9% | $107,525-7.1% | $74,304+34.5% |
| Participation rate | 71.3% | 59.6%+11.7pp | 75.1%-3.8pp | 60.3%+10.9pp |
| Annual return | 16.52% | 23.52%-7.0pp | 181.32%-164.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $797 | $2,757-71.1% | $3,754-78.8% | $2,241-64.4% |
| Participant deferral / active EE | $7,302 | $3,554+105.4% | $5,116+42.7% | $3,767+93.8% |
| Admin fee / account holder | $243 | $3,727-93.5% | $8,919-97.3% | $2,969-91.8% |