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 INC7+ years Service code 55 · EIN 13-2638166 | Other Commissions | $28,158 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,747 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,485 | $62,573+143.7% | $85,682+78.0% | $85,850+77.6% |
| Participation rate | 94.1% | 61.1%+33.0pp | 69.9%+24.3pp | 69.3%+24.8pp |
| Annual return | 12.08% | 23.77%-11.7pp | 21.49%-9.4pp | 318.53%-306.5pp |
| Employer contribution / active EE | $5,834 | $1,757+232.1% | $2,618+122.8% | $2,565+127.4% |
| Participant deferral / active EE | $6,435 | $2,802+129.6% | $3,923+64.1% | $3,952+62.9% |
| Admin fee / account holder | $14 | $4,640-99.7% | $6,873-99.8% | $6,260-99.8% |