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 |
|---|---|---|
Filed as: UBS FINANCIAL SVCS INS AGCY Service code 53 · EIN 51-0120742 | Insurance Commissions | $12,292 |
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 | $35,369 | $76,552-53.8% | $123,892-71.5% | $62,891-43.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.03% | 18.68%-10.6pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $4,027 | $2,883+39.7% | $4,617-12.8% | $2,281+76.6% |
| Participant deferral / active EE | $5,562 | $4,840+14.9% | $5,984-7.1% | $3,203+73.6% |
| Admin fee / account holder | $1 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |