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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $25,946 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,766 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,154 | $86,332+38.0% | $125,175-4.8% | $65,185+82.8% |
| Participation rate | 72.3% | 75.3%-3.0pp | 79.8%-7.5pp | 70.2%+2.1pp |
| Annual return | 21.54% | 27.43%-5.9pp | 43.79%-22.2pp | 29.38%-7.8pp |
| Employer contribution / active EE | $2,603 | $2,040+27.6% | $3,865-32.6% | $2,177+19.6% |
| Participant deferral / active EE | $5,139 | $3,537+45.3% | $4,937+4.1% | $3,514+46.3% |
| Admin fee / account holder | $325 | $609-46.6% | $9,702-96.6% | $847-61.6% |