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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,784 |
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $37,500 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,429 |
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 | $117,266 | $119,446-1.8% | $150,045-21.8% | $85,563+37.1% |
| Participation rate | 86.0% | 75.4%+10.6pp | 82.3%+3.7pp | 66.0%+20.1pp |
| Annual return | 22.72% | 23.72%-1.0pp | 62.55%-39.8pp | 31.51%-8.8pp |
| Employer contribution / active EE | $6,993 | $4,078+71.5% | $4,693+49.0% | $2,654+163.5% |
| Participant deferral / active EE | $15,895 | $7,985+99.1% | $7,997+98.8% | $4,375+263.3% |
| Admin fee / account holder | $233 | $548-57.5% | $13,435-98.3% | $834-72.1% |