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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $86,240 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,275 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,336 | $69,305-5.7% | $82,313-20.6% | $69,631-6.2% |
| Participation rate | 78.8% | 80.3%-1.4pp | 76.9%+1.9pp | 70.7%+8.1pp |
| Annual return | 17.70% | 21.47%-3.8pp | 25.88%-8.2pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $1,020 | $1,887-45.9% | $2,428-58.0% | $2,032-49.8% |
| Participant deferral / active EE | $3,281 | $3,568-8.1% | $3,706-11.5% | $3,224+1.8% |
| Admin fee / account holder | $93 | $97-4.0% | $5,608-98.3% | $110-15.5% |