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 INC4 years Filed as: UBS FINANCIAL Service code 27 · EIN 26-2235829 | Advisory (Plan) | $34,745 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,157 |
EIDE BAILLY LLP6+ years Filed as: EIDE BAILLY Service code 10 PO BOX 7112 · BILLINGS, MT 59103 | Accounting | $10,350 |
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 | $72,088 | $60,488+19.2% | $109,895-34.4% | $79,386-9.2% |
| Participation rate | 95.4% | 67.0%+28.3pp | 74.2%+21.2pp | 70.7%+24.7pp |
| Annual return | 13.72% | 189.57%-175.8pp | 29.45%-15.7pp | 116.85%-103.1pp |
| Employer contribution / active EE | $2,940 | $1,649+78.3% | $2,842+3.5% | $2,427+21.1% |
| Participant deferral / active EE | $5,230 | $3,220+62.4% | $4,048+29.2% | $4,046+29.3% |
| Admin fee / account holder | $331 | $605-45.2% | $6,066-94.5% | $626-47.1% |