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 INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $44,379 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $36,326 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,809 | $72,607-31.4% | $90,749-45.1% | $66,914-25.6% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -14.96% | -12.28%-2.7pp | -12.16%-2.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,388 | $2,369-41.4% | $2,921-52.5% | $2,544-45.5% |
| Participant deferral / active EE | $5,381 | $3,977+35.3% | $4,564+17.9% | $4,237+27.0% |
| Admin fee / account holder | $232 | $707-67.1% | $8,445-97.2% | $593-60.8% |