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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $45,384 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,243 | $64,954+242.2% | $115,752+92.0% | $62,292+256.8% |
| Participation rate | 99.1% | 73.0%+26.1pp | 77.8%+21.4pp | 69.5%+29.6pp |
| Annual return | 29.61% | 24.87%+4.7pp | 19.41%+10.2pp | 28.90%+0.7pp |
| Employer contribution / active EE | $7,628 | $2,344+225.5% | $3,492+118.4% | $2,042+273.5% |
| Participant deferral / active EE | $0 | $3,665-100.0% | $5,204-100.0% | $3,169-100.0% |
| Admin fee / account holder | $196 | $414-52.7% | $6,278-96.9% | $479-59.2% |