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 28 61 SOUTH PARAMUS ROAD · PARAMUS, NJ 07652 | Investment Management | $117,756 |
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 | $244,215 | $88,083+177.3% | $164,813+48.2% | $74,495+227.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 28.37% | 17.26%+11.1pp | 69.93%-41.6pp | 1364.94%-1336.6pp |
| Employer contribution / active EE | $10,547 | $2,593+306.8% | $4,341+143.0% | $2,623+302.1% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $731 | $2,234-67.3% | $12,690-94.2% | $1,942-62.4% |