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 INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $17,985 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,985 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,567 | $93,182-30.7% | $146,665-56.0% | $79,386-18.7% |
| Participation rate | 57.4% | 76.4%-19.0pp | 80.1%-22.7pp | 70.7%-13.3pp |
| Annual return | 11.31% | 21.61%-10.3pp | 22.74%-11.4pp | 116.85%-105.5pp |
| Employer contribution / active EE | $1,641 | $2,420-32.2% | $4,136-60.3% | $2,427-32.4% |
| Participant deferral / active EE | $3,159 | $4,169-24.2% | $5,506-42.6% | $4,046-21.9% |
| Admin fee / account holder | $188 | $585-67.8% | $10,280-98.2% | $626-69.9% |