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 | $279,871 |
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $63,036 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,012 | $95,918-40.6% | $151,611-62.4% | $77,904-26.8% |
| Participation rate | 98.0% | 88.7%+9.3pp | 87.5%+10.5pp | 73.7%+24.3pp |
| Annual return | -14.63% | -5.50%-9.1pp | 3.33%-18.0pp | 12.21%-26.8pp |
| Employer contribution / active EE | $5,417 | $4,330+25.1% | $6,166-12.1% | $2,848+90.2% |
| Participant deferral / active EE | $7,779 | $7,508+3.6% | $8,363-7.0% | $4,806+61.9% |
| Admin fee / account holder | $152 | $93+62.5% | $11,616-98.7% | $133+14.3% |