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 99 · EIN 13-2638166 1000 HARBOR BLVD., FL 6 · WEEHAWKEN, NJ 07086 | Other Fees | $28,875 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,753 | $58,083-29.8% | $80,019-49.1% | $56,287-27.6% |
| Participation rate | 93.0% | 73.6%+19.4pp | 75.8%+17.2pp | 69.9%+23.2pp |
| Annual return | -17.16% | 34.61%-51.8pp | 11.22%-28.4pp | -9.96%-7.2pp |
| Employer contribution / active EE | $1,069 | $1,932-44.7% | $2,468-56.7% | $2,111-49.4% |
| Participant deferral / active EE | $3,535 | $3,135+12.7% | $3,686-4.1% | $3,350+5.5% |
| Admin fee / account holder | $55 | $623-91.2% | $6,521-99.2% | $521-89.5% |