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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC PCM Service code 99 · EIN 31-0592571 | Other Fees | $109,858 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,950 | $70,879+176.5% | $189,557+3.4% | $79,386+146.8% |
| Participation rate | 98.8% | 68.0%+30.9pp | 78.4%+20.4pp | 70.7%+28.1pp |
| Annual return | 17.79% | 20.70%-2.9pp | 64.17%-46.4pp | 116.85%-99.1pp |
| Employer contribution / active EE | $4,094 | $1,806+126.7% | $4,412-7.2% | $2,427+68.7% |
| Participant deferral / active EE | $6,222 | $4,081+52.5% | $6,174+0.8% | $4,046+53.8% |
| Admin fee / account holder | $255 | $647-60.6% | $9,807-97.4% | $626-59.3% |