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 13 · EIN 42-0127290 | Contract Administrator | $69,783 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,495 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,884 | $49,915-32.1% | $154,803-78.1% | $74,304-54.4% |
| Participation rate | 84.3% | 54.0%+30.4pp | 78.1%+6.3pp | 60.3%+24.0pp |
| Annual return | 14.13% | 34.06%-19.9pp | 58.88%-44.8pp | 29.43%-15.3pp |
| Employer contribution / active EE | $2,597 | $1,611+61.2% | $4,305-39.7% | $2,241+15.9% |
| Participant deferral / active EE | $5,212 | $2,255+131.2% | $5,540-5.9% | $3,767+38.4% |
| Admin fee / account holder | $447 | $2,189-79.6% | $14,329-96.9% | $2,969-84.9% |