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 Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $26,807 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $495 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,053 | $56,114+76.5% | $96,139+3.0% | $85,850+15.4% |
| Participation rate | 94.6% | 56.7%+37.9pp | 68.4%+26.2pp | 69.3%+25.3pp |
| Annual return | 10.87% | 42.30%-31.4pp | 191.94%-181.1pp | 318.53%-307.7pp |
| Employer contribution / active EE | $2,972 | $1,620+83.5% | $2,797+6.2% | $2,565+15.8% |
| Participant deferral / active EE | $7,537 | $2,859+163.6% | $4,349+73.3% | $3,952+90.7% |
| Admin fee / account holder | $222 | $3,768-94.1% | $5,537-96.0% | $6,260-96.5% |