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 INC8+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $51,626 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,853 |
ADP BROKER-DEALER8+ 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 | $80,897 | $55,230+46.5% | $79,550+1.7% | - |
| Participation rate | 94.9% | 62.4%+32.6pp | 69.5%+25.5pp | - |
| Annual return | -18.18% | -17.05%-1.1pp | 0.16%-18.3pp | - |
| Employer contribution / active EE | $2,877 | $1,304+120.6% | $2,413+19.2% | - |
| Participant deferral / active EE | $10,006 | $2,804+256.8% | $3,985+151.1% | - |
| Admin fee / account holder | $324 | $7,320-95.6% | $6,832-95.3% | - |