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 INC2 years Service code 26 · EIN 13-2638166 1000 HARBOR BLVD · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,735 | $89,355-36.5% | $141,162-59.8% | $72,985-22.3% |
| Participation rate | 81.1% | 75.1%+5.9pp | 82.5%-1.4pp | 69.5%+11.6pp |
| Annual return | 17.19% | 111.85%-94.7pp | 71.39%-54.2pp | 81.00%-63.8pp |
| Employer contribution / active EE | $2,083 | $3,114-33.1% | $4,735-56.0% | $2,440-14.6% |
| Participant deferral / active EE | $4,453 | $5,418-17.8% | $6,709-33.6% | $3,607+23.4% |
| Admin fee / account holder | $459 | $5,958-92.3% | $10,261-95.5% | $5,124-91.0% |