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 28 61 SOUTH PARAMUS ROAD · PARAMUS, NJ 07652 | Investment Management | $133,964 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,159 | $86,655+185.2% | $119,609+106.6% | $66,914+269.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -6.39% | -8.00%+1.6pp | -14.97%+8.6pp | 1.58%-8.0pp |
| Employer contribution / active EE | $9,305 | $2,536+266.9% | $4,232+119.9% | $2,544+265.7% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1,063 | $755+40.9% | $10,323-89.7% | $593+79.2% |