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 INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $26,159 |
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 | $89,996 | $66,310+35.7% | $93,606-3.9% | $65,185+38.1% |
| Participation rate | 98.5% | 74.0%+24.5pp | 75.8%+22.7pp | 70.2%+28.3pp |
| Annual return | 17.15% | 42.58%-25.4pp | 32.76%-15.6pp | 29.38%-12.2pp |
| Employer contribution / active EE | $1,567 | $2,012-22.1% | $2,718-42.4% | $2,177-28.0% |
| Participant deferral / active EE | $2,793 | $3,342-16.4% | $4,069-31.3% | $3,514-20.5% |
| Admin fee / account holder | $206 | $6,897-97.0% | $7,888-97.4% | $847-75.7% |