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 INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 | Advisory (Participants) | $53,644 |
Service code 15 · EIN 13-3646501 | Recordkeeping | $1,754 |
UBS FINANCIAL SERVICES INC2 years Service code 26 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,950 | $102,317+74.9% | $146,958+21.8% | $80,856+121.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.02% | 134.76%-116.7pp | 418.34%-400.3pp | 35.59%-17.6pp |
| Employer contribution / active EE | $4,278 | $3,713+15.2% | $4,933-13.3% | $2,755+55.3% |
| Participant deferral / active EE | $6,676 | $6,644+0.5% | $8,070-17.3% | $4,296+55.4% |
| Admin fee / account holder | $741 | $7,941-90.7% | $12,998-94.3% | $6,918-89.3% |