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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $36,442 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,429 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,964 | $101,317+6.6% | $146,958-26.5% | $74,495+44.9% |
| Participation rate | 96.7% | 75.5%+21.2pp | 82.2%+14.6pp | 67.2%+29.5pp |
| Annual return | 14.62% | 8730.91%-8716.3pp | 418.34%-403.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $4,002 | $3,810+5.0% | $4,933-18.9% | $2,623+52.6% |
| Participant deferral / active EE | $10,290 | $7,303+40.9% | $8,070+27.5% | $4,346+136.8% |
| Admin fee / account holder | $228 | $1,739-86.9% | $12,998-98.2% | $1,942-88.3% |