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 INC1+ years Service code 55 · EIN 13-2638166 | Other Commissions | $5,523 |
Service code 37 · EIN 04-2647786 | Loan Processing | $788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,510 | $46,360+9.0% | $147,614-65.8% | $52,331-3.5% |
| Participation rate | 51.6% | 64.9%-13.4pp | 84.6%-33.1pp | 68.1%-16.5pp |
| Annual return | 1.19% | 1.62%-0.4pp | 61.98%-60.8pp | 4.54%-3.4pp |
| Employer contribution / active EE | $863 | $2,126-59.4% | $5,564-84.5% | $1,882-54.2% |
| Participant deferral / active EE | $2,325 | $2,258+3.0% | $4,895-52.5% | $3,022-23.1% |
| Admin fee / account holder | $7 | $766-99.1% | $11,611-99.9% | $592-98.8% |