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 8-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 Service code 26 · EIN 13-2638166 | Advisory (Participants) | $87,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $32,688 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,957 | $114,195+83.9% | $106,548+97.1% | $93,030+125.7% |
| Participation rate | 95.6% | 86.4%+9.2pp | 76.1%+19.4pp | 73.9%+21.7pp |
| Annual return | 11.54% | 22.18%-10.6pp | 26.80%-15.3pp | 158.70%-147.2pp |
| Employer contribution / active EE | $9,303 | $4,009+132.1% | $2,819+230.0% | $2,706+243.8% |
| Participant deferral / active EE | $9,579 | $5,908+62.1% | $4,398+117.8% | $4,562+110.0% |
| Admin fee / account holder | $87 | $105-17.1% | $7,407-98.8% | $152-42.8% |