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 SERVICES, INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $50,031 |
WALLACE PLESE & DREHER, LLP8+ years Filed as: WALLACE, PLESE DREHER, LLP Service code 26 · EIN 86-0841383 3933 S. MCCLINTOK DRIVE, SUITE 500 · TEMPE, AZ 85282 | Advisory (Participants) | $10,100 |
FIDUCIARY WISE, LLC5 years Service code 26 · EIN 81-3799174 500 E. BENRICH DRIVE · GILBERT, AZ 85295 | Advisory (Participants) | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,841 | $52,122-44.7% | $104,294-72.3% | $64,808-55.5% |
| Participation rate | 61.2% | 56.0%+5.2pp | 73.3%-12.0pp | 71.5%-10.2pp |
| Annual return | -17.85% | 13.26%-31.1pp | 24.61%-42.5pp | 32.82%-50.7pp |
| Employer contribution / active EE | $1,871 | $1,627+15.0% | $3,372-44.5% | $2,506-25.3% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $4,625-100.0% | $4,310-100.0% |
| Admin fee / account holder | $265 | $155+71.6% | $7,339-96.4% | $188+41.2% |