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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.
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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 Service code 99 · EIN 13-2638166 | Other Fees | $44,832 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $39,415 |
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 | $52,758 | $88,770-40.6% | $109,143-51.7% | $93,030-43.3% |
| Participation rate | 32.8% | 81.5%-48.6pp | 75.9%-43.0pp | 73.9%-41.1pp |
| Annual return | 15.77% | 60.64%-44.9pp | 25.75%-10.0pp | 158.70%-142.9pp |
| Employer contribution / active EE | $689 | $3,780-81.8% | $3,722-81.5% | $2,706-74.5% |
| Participant deferral / active EE | $2,771 | $3,630-23.7% | $4,653-40.4% | $4,562-39.3% |
| Admin fee / account holder | $49 | $172-71.8% | $6,752-99.3% | $152-67.9% |