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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $220,120 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $105,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,000 | $95,776-50.9% | $162,163-71.0% | $77,787-39.6% |
| Participation rate | 95.2% | 88.6%+6.5pp | 87.6%+7.6pp | 73.2%+22.0pp |
| Annual return | 75.04% | 37.03%+38.0pp | 115.59%-40.6pp | 32.57%+42.5pp |
| Employer contribution / active EE | $4,568 | $3,874+17.9% | $5,614-18.6% | $2,504+82.4% |
| Participant deferral / active EE | $6,362 | $6,125+3.9% | $7,298-12.8% | $3,967+60.4% |
| Admin fee / account holder | $145 | $88+65.4% | $10,843-98.7% | $100+44.9% |