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 INC10+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $56,911 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,523 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,795 | $59,417+62.9% | $93,606+3.4% | $74,495+29.9% |
| Participation rate | 90.6% | 59.7%+30.9pp | 68.7%+21.9pp | 67.2%+23.4pp |
| Annual return | 13.01% | 81.83%-68.8pp | 133.20%-120.2pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $2,214 | $1,264+75.2% | $2,420-8.5% | $2,623-15.6% |
| Participant deferral / active EE | $8,011 | $3,050+162.6% | $4,411+81.6% | $4,346+84.3% |
| Admin fee / account holder | $334 | $3,021-89.0% | $8,285-96.0% | $1,942-82.8% |