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 INC8+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,937 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,730 | $82,664-20.5% | $125,339-47.6% | $68,494-4.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.07% | -5.97%-5.1pp | 572.05%-583.1pp | -7.84%-3.2pp |
| Employer contribution / active EE | $6,068 | $3,381+79.5% | $4,814+26.1% | $2,596+133.7% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $147 | $6,275-97.7% | $10,010-98.5% | $5,403-97.3% |