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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $34,981 |
Annual investment return 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 | $131,762 | $63,299+108.2% | $91,001+44.8% | $62,292+111.5% |
| Participation rate | 98.6% | 73.3%+25.3pp | 75.6%+23.0pp | 69.5%+29.1pp |
| Annual return | 9.65% | 20.99%-11.3pp | 4.60%+5.0pp | 28.90%-19.2pp |
| Employer contribution / active EE | $1,771 | $1,807-2.0% | $2,456-27.9% | $2,042-13.3% |
| Participant deferral / active EE | $2,722 | $2,943-7.5% | $3,547-23.3% | $3,169-14.1% |
| Admin fee / account holder | $282 | $468-39.6% | $5,417-94.8% | $479-41.1% |