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 INC9+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $49,389 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,525 |
ADP BROKER-DEALER9+ 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 | $95,932 | $54,701+75.4% | $86,188+11.3% | $71,457+34.3% |
| Participation rate | 96.1% | 60.1%+36.0pp | 69.0%+27.2pp | 67.9%+28.2pp |
| Annual return | 16.49% | 20.06%-3.6pp | 1168.45%-1152.0pp | 28.85%-12.4pp |
| Employer contribution / active EE | $3,320 | $1,265+162.4% | $2,380+39.5% | $2,588+28.3% |
| Participant deferral / active EE | $9,862 | $3,108+217.3% | $3,985+147.5% | $4,289+129.9% |
| Admin fee / account holder | $314 | $1,922-83.7% | $6,852-95.4% | $1,587-80.2% |