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 Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $32,012 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,826 | $58,083+47.8% | $80,019+7.3% | $56,287+52.5% |
| Participation rate | 98.6% | 73.6%+24.9pp | 75.8%+22.7pp | 69.9%+28.7pp |
| Annual return | -2.64% | 34.61%-37.2pp | 11.22%-13.9pp | -9.96%+7.3pp |
| Employer contribution / active EE | $1,398 | $1,932-27.6% | $2,468-43.3% | $2,111-33.8% |
| Participant deferral / active EE | $2,795 | $3,135-10.8% | $3,686-24.2% | $3,350-16.5% |
| Admin fee / account holder | $254 | $623-59.3% | $6,521-96.1% | $521-51.3% |