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 INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $49,019 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,350 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,214 | $54,573+30.5% | $90,951-21.7% | $73,488-3.1% |
| Participation rate | 97.4% | 61.2%+36.2pp | 69.0%+28.4pp | 70.7%+26.7pp |
| Annual return | 17.41% | 16.69%+0.7pp | 134.60%-117.2pp | 28.51%-11.1pp |
| Employer contribution / active EE | $2,417 | $991+143.8% | $2,122+13.9% | $2,270+6.5% |
| Participant deferral / active EE | $8,031 | $2,517+219.1% | $3,373+138.1% | $3,740+114.8% |
| Admin fee / account holder | $162 | $521-68.9% | $5,959-97.3% | $513-68.4% |