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 INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $20,982 |
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 | $86,822 | $70,908+22.4% | $98,907-12.2% | $73,488+18.1% |
| Participation rate | 95.8% | 73.8%+22.0pp | 76.0%+19.8pp | 70.7%+25.1pp |
| Annual return | 7.86% | 34.17%-26.3pp | 196.43%-188.6pp | 28.51%-20.7pp |
| Employer contribution / active EE | $1,664 | $2,036-18.3% | $2,689-38.1% | $2,270-26.7% |
| Participant deferral / active EE | $2,614 | $3,500-25.3% | $4,244-38.4% | $3,740-30.1% |
| Admin fee / account holder | $167 | $535-68.8% | $6,642-97.5% | $513-67.5% |