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 INC10+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $51,316 |
MGKS2 years Service code 11 · EIN 86-1001235 7600 NORTH 16TH STREET SUITE 240 · PHOENIX, AZ 85020 | Actuarial | $22,432 |
FIDUCIARY WISE, LLC7 years Service code 26 · EIN 81-3799174 500 E. BENRICH DRIVE · GILBERT, AZ 85295 | Advisory (Participants) | $12,500 |
WALLACE PLESE & DREHER, LLP10+ years Filed as: WALLACE, PLESE DREHER, LLP Service code 26 · EIN 86-0841383 3933 S. MCCLINTOK DRIVE, SUITE 500 · TEMPE, AZ 85282 | Advisory (Participants) | $11,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,528 | $72,994-54.1% | $120,354-72.1% | $77,643-56.8% |
| Participation rate | 71.7% | 55.2%+16.4pp | 71.9%-0.2pp | 70.6%+1.1pp |
| Annual return | 7.91% | 18.23%-10.3pp | 107.15%-99.2pp | 31.24%-23.3pp |
| Employer contribution / active EE | $2,266 | $1,793+26.4% | $3,463-34.5% | $2,726-16.9% |
| Participant deferral / active EE | $0 | $3,011-100.0% | $4,991-100.0% | $4,647-100.0% |
| Admin fee / account holder | $332 | $658-49.6% | $9,423-96.5% | $430-22.9% |