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 INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $22,411 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,193 | $72,607+7.7% | $90,749-13.8% | $66,914+16.9% |
| Participation rate | 98.4% | 73.7%+24.7pp | 75.7%+22.7pp | 69.8%+28.6pp |
| Annual return | -8.57% | -12.28%+3.7pp | -12.16%+3.6pp | 1.58%-10.2pp |
| Employer contribution / active EE | $2,549 | $2,369+7.6% | $2,921-12.7% | $2,544+0.2% |
| Participant deferral / active EE | $3,066 | $3,977-22.9% | $4,564-32.8% | $4,237-27.6% |
| Admin fee / account holder | $180 | $707-74.5% | $8,445-97.9% | $593-69.6% |