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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 16 · EIN 13-2638166 | Consulting | $25,385 |
Filed as: AHRENS INVESTMENT PARTNERS Service code 16 · EIN 20-4991123 | Consulting | $8,708 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,930 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $73,986 | $58,347+26.8% | $85,682-13.7% | $86,799-14.8% |
| Participation rate | 34.2% | 64.9%-30.7pp | 69.9%-35.7pp | 72.3%-38.1pp |
| Annual return | 14.74% | 18.43%-3.7pp | 21.49%-6.7pp | 97.91%-83.2pp |
| Employer contribution / active EE | $0 | $1,751-100.0% | $2,618-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,780 | $3,065-9.3% | $3,923-29.1% | $4,131-32.7% |
| Admin fee / account holder | $42 | $147-71.7% | $6,873-99.4% | $170-75.4% |