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 9-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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $53,997 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,437 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,778 | $102,317+19.0% | $146,958-17.1% | $80,856+50.6% |
| Participation rate | 96.3% | 75.8%+20.4pp | 82.2%+14.1pp | 67.6%+28.6pp |
| Annual return | 11.39% | 134.76%-123.4pp | 418.34%-406.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $7,392 | $3,713+99.1% | $4,933+49.9% | $2,755+168.3% |
| Participant deferral / active EE | $16,899 | $6,644+154.4% | $8,070+109.4% | $4,296+293.4% |
| Admin fee / account holder | $624 | $7,941-92.1% | $12,998-95.2% | $6,918-91.0% |