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 INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 26 · EIN 13-2638166 | Advisory (Participants) | $162,896 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $26,540 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,440 | $88,480-61.1% | $96,683-64.4% | $80,160-57.0% |
| Participation rate | 74.7% | 79.9%-5.2pp | 74.3%+0.3pp | 72.9%+1.8pp |
| Annual return | 14.39% | 22.53%-8.1pp | 35.69%-21.3pp | 40.38%-26.0pp |
| Employer contribution / active EE | $1,548 | $4,176-62.9% | $3,737-58.6% | $2,978-48.0% |
| Participant deferral / active EE | $4,268 | $3,959+7.8% | $4,878-12.5% | $5,017-14.9% |
| Admin fee / account holder | $216 | $212+2.1% | $6,730-96.8% | $145+49.2% |