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 | $41,801 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $39,248 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $106,398 | $65,390+62.7% | $169,368-37.2% | $71,457+48.9% |
| Participation rate | 88.8% | 67.0%+21.9pp | 77.1%+11.7pp | 67.9%+20.9pp |
| Annual return | 21.50% | 21.31%+0.2pp | 405.60%-384.1pp | 28.85%-7.3pp |
| Employer contribution / active EE | $6,881 | $2,079+231.0% | $4,013+71.5% | $2,588+165.9% |
| Participant deferral / active EE | $13,489 | $4,367+208.9% | $6,221+116.8% | $4,289+214.5% |
| Admin fee / account holder | $360 | $1,324-72.8% | $9,003-96.0% | $1,587-77.3% |