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 INC8 years Filed as: UBS FINANCIAL Service code 27 · EIN 26-2235829 | Advisory (Plan) | $38,638 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,241 |
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 | $92,231 | $66,098+39.5% | $101,794-9.4% | $74,304+24.1% |
| Participation rate | 91.9% | 53.8%+38.2pp | 69.2%+22.7pp | 60.3%+31.6pp |
| Annual return | 13.53% | 19.59%-6.1pp | 30.53%-17.0pp | 29.43%-15.9pp |
| Employer contribution / active EE | $2,658 | $1,082+145.7% | $2,289+16.1% | $2,241+18.6% |
| Participant deferral / active EE | $5,138 | $2,781+84.7% | $4,084+25.8% | $3,767+36.4% |
| Admin fee / account holder | $346 | $4,146-91.7% | $8,777-96.1% | $2,969-88.3% |