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 15 · EIN 13-3689044 | Recordkeeping | $111,991 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 17 · EIN 13-2638166 | Pension Consulting | $55,967 |
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 | $42,064 | $50,815-17.2% | $155,509-73.0% | $77,643-45.8% |
| Participation rate | 71.6% | 63.1%+8.5pp | 78.2%-6.6pp | 70.6%+1.0pp |
| Annual return | 11.04% | 34.80%-23.8pp | 64.67%-53.6pp | 31.24%-20.2pp |
| Employer contribution / active EE | $1,461 | $1,993-26.7% | $4,672-68.7% | $2,726-46.4% |
| Participant deferral / active EE | $1,763 | $2,822-37.5% | $5,626-68.7% | $4,647-62.1% |
| Admin fee / account holder | $228 | $437-47.9% | $15,912-98.6% | $430-47.1% |