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 INC7 years Filed as: UBS FINANCIAL Service code 27 · EIN 26-2235829 | Advisory (Plan) | $39,039 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,028 |
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 | $84,875 | $59,417+42.8% | $93,606-9.3% | $74,495+13.9% |
| Participation rate | 94.1% | 59.7%+34.4pp | 68.7%+25.4pp | 67.2%+26.9pp |
| Annual return | 12.98% | 81.83%-68.9pp | 133.20%-120.2pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,796 | $1,264+121.2% | $2,420+15.5% | $2,623+6.6% |
| Participant deferral / active EE | $5,364 | $3,050+75.9% | $4,411+21.6% | $4,346+23.4% |
| Admin fee / account holder | $362 | $3,021-88.0% | $8,285-95.6% | $1,942-81.4% |