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 Filed as: UBS FINANCIAL Service code 27 · EIN 26-2235829 | Advisory (Plan) | $32,807 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,928 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,213 | $51,315+34.9% | $95,745-27.7% | $71,457-3.1% |
| Participation rate | 93.8% | 63.0%+30.8pp | 72.3%+21.5pp | 67.9%+25.9pp |
| Annual return | 16.93% | 25.26%-8.3pp | 28.35%-11.4pp | 28.85%-11.9pp |
| Employer contribution / active EE | $2,847 | $1,819+56.5% | $2,835+0.4% | $2,588+10.0% |
| Participant deferral / active EE | $5,255 | $3,358+56.5% | $4,245+23.8% | $4,289+22.5% |
| Admin fee / account holder | $258 | $1,137-77.3% | $5,678-95.5% | $1,587-83.7% |