See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $30,082 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,174 | $105,181-32.3% | $159,436-55.4% | $85,850-17.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 42.16% | 45.07%-2.9pp | 263.57%-221.4pp | 318.53%-276.4pp |
| Employer contribution / active EE | $5,000 | $3,318+50.7% | $4,829+3.5% | $2,565+94.9% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $185 | $6,933-97.3% | $10,799-98.3% | $6,260-97.0% |