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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $123,572 |
UBS FINANCIAL SERVICES INC2 years Service code 16 · EIN 13-2638166 | Consulting | $58,760 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,665 | $120,450-43.0% | $159,436-56.9% | $93,030-26.2% |
| Participation rate | 88.5% | 78.0%+10.5pp | 82.8%+5.7pp | 73.9%+14.6pp |
| Annual return | 17.35% | 27.11%-9.8pp | 263.57%-246.2pp | 158.70%-141.4pp |
| Employer contribution / active EE | $1,296 | $3,526-63.2% | $4,829-73.2% | $2,706-52.1% |
| Participant deferral / active EE | $7,274 | $7,283-0.1% | $7,352-1.1% | $4,562+59.4% |
| Admin fee / account holder | $122 | $137-10.4% | $10,799-98.9% | $152-19.2% |