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 INC2 years Filed as: UBS FINANCIAL SERVICES Service code 99 · EIN 13-2638166 | Other Fees | $26,832 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,789 | $53,925-16.9% | $75,670-40.8% | $69,631-35.7% |
| Participation rate | 35.1% | 71.2%-36.1pp | 72.3%-37.2pp | 70.7%-35.6pp |
| Annual return | 17.79% | 17.84%0pp | 27.34%-9.6pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $858 | $1,802-52.4% | $2,352-63.5% | $2,032-57.8% |
| Participant deferral / active EE | $1,644 | $2,569-36.0% | $3,142-47.7% | $3,224-49.0% |
| Admin fee / account holder | $54 | $97-44.9% | $5,800-99.1% | $110-51.6% |