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 INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $37,576 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,121 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $123,384 | $81,900+50.7% | $119,609+3.2% | $68,494+80.1% |
| Participation rate | 81.4% | 71.9%+9.6pp | 79.3%+2.2pp | 67.9%+13.6pp |
| Annual return | -19.12% | -23.82%+4.7pp | -14.97%-4.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,584 | $2,693-41.2% | $4,232-62.6% | $2,596-39.0% |
| Participant deferral / active EE | $5,971 | $4,148+44.0% | $5,602+6.6% | $4,027+48.3% |
| Admin fee / account holder | $432 | $6,582-93.4% | $10,323-95.8% | $5,403-92.0% |