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 INC4+ years Service code 55 · EIN 13-2638166 | Other Commissions | $12,412 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,777 | $33,067+120.1% | $76,523-4.9% | $56,287+29.3% |
| Participation rate | 44.4% | 55.4%-10.9pp | 68.0%-23.6pp | 69.9%-25.4pp |
| Annual return | -6.12% | 2.72%-8.8pp | -0.27%-5.9pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,035 | $1,200-13.8% | $2,647-60.9% | $2,111-51.0% |
| Participant deferral / active EE | $2,118 | $2,240-5.4% | $3,835-44.8% | $3,350-36.8% |
| Admin fee / account holder | $18 | $537-96.7% | $4,848-99.6% | $521-96.6% |