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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,188 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $12,013 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,879 | $70,908-11.3% | $98,907-36.4% | $73,488-14.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 13.47% | 34.17%-20.7pp | 196.43%-183.0pp | 28.51%-15.0pp |
| Employer contribution / active EE | $698 | $2,036-65.7% | $2,689-74.0% | $2,270-69.3% |
| Participant deferral / active EE | $5,667 | $3,500+61.9% | $4,244+33.5% | $3,740+51.5% |
| Admin fee / account holder | $185 | $535-65.5% | $6,642-97.2% | $513-64.0% |