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 99 | Other Fees | $10,432 |
Filed as: VOYA RET. INS. AND ANNUITY COMP Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,915 |
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,384 |
Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 | Advisory (Participants) | $0 |
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 | $35,527 | $55,453-35.9% | $170,442-79.2% | $62,292-43.0% |
| Participation rate | 78.9% | 66.4%+12.6pp | 83.6%-4.7pp | 69.5%+9.4pp |
| Annual return | 18.19% | 21.38%-3.2pp | 205.93%-187.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $1,478 | $2,164-31.7% | $5,433-72.8% | $2,042-27.6% |
| Participant deferral / active EE | $2,433 | $2,303+5.7% | $4,939-50.7% | $3,169-23.2% |
| Admin fee / account holder | $41 | $455-91.0% | $13,880-99.7% | $479-91.5% |