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 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $23,324 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,653 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,314 | $102,382+20.4% | $147,005-16.1% | $80,874+52.5% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.2%+11.7pp | 67.6%+26.2pp |
| Annual return | 16.43% | 134.89%-118.5pp | 418.76%-402.3pp | 35.62%-19.2pp |
| Employer contribution / active EE | $2,025 | $3,715-45.5% | $4,934-59.0% | $2,756-26.5% |
| Participant deferral / active EE | $8,029 | $6,646+20.8% | $8,070-0.5% | $4,297+86.9% |
| Admin fee / account holder | $109 | $7,942-98.6% | $13,006-99.2% | $6,935-98.4% |