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 Service code 99 · EIN 13-2638166 | Other Fees | $30,103 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 C/O FUTURE PLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $2,832 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping Fees | $79 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,346 | $59,417-45.6% | $93,606-65.4% | $74,495-56.6% |
| Participation rate | 55.5% | 59.7%-4.2pp | 68.7%-13.2pp | 67.2%-11.7pp |
| Annual return | 15.11% | 81.83%-66.7pp | 133.20%-118.1pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $3,411 | $1,264+169.9% | $2,420+41.0% | $2,623+30.0% |
| Participant deferral / active EE | $2,128 | $3,050-30.2% | $4,411-51.8% | $4,346-51.0% |
| Admin fee / account holder | $309 | $3,021-89.8% | $8,285-96.3% | $1,942-84.1% |