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 INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $123,419 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$80,036 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,099 | $100,801-4.7% | $149,696-35.8% | $73,409+30.9% |
| Participation rate | 95.9% | 77.7%+18.2pp | 82.5%+13.4pp | 72.2%+23.7pp |
| Annual return | 17.80% | 265.34%-247.5pp | 276.60%-258.8pp | 59.29%-41.5pp |
| Employer contribution / active EE | $323 | $3,312-90.3% | $4,644-93.0% | $2,234-85.5% |
| Participant deferral / active EE | $9,405 | $6,404+46.8% | $6,842+37.5% | $3,805+147.1% |
| Admin fee / account holder | $36 | $181-80.1% | $9,309-99.6% | $158-77.2% |