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 INC9+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $14,780 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,006 | $93,571-10.2% | $135,903-38.2% | $75,163+11.8% |
| Participation rate | 95.2% | 75.2%+20.0pp | 81.9%+13.3pp | 67.2%+28.0pp |
| Annual return | 13.26% | 30.90%-17.6pp | 68.23%-55.0pp | 160.62%-147.4pp |
| Employer contribution / active EE | $8,902 | $3,537+151.7% | $4,856+83.3% | $2,670+233.4% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $148 | $6,975-97.9% | $10,762-98.6% | $5,651-97.4% |