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 INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 99 | Other Fees | $20,360 |
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,663 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES Service code 99 · EIN 13-2638166 | Other Fees | $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 | $30,887 | $58,879-47.5% | $178,490-82.7% | $73,488-58.0% |
| Participation rate | 90.0% | 66.2%+23.7pp | 81.9%+8.0pp | 70.7%+19.3pp |
| Annual return | 15.49% | 24.86%-9.4pp | 151.07%-135.6pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,815 | $2,236-18.8% | $5,011-63.8% | $2,270-20.0% |
| Participant deferral / active EE | $2,804 | $2,567+9.2% | $5,202-46.1% | $3,740-25.0% |
| Admin fee / account holder | $24 | $400-93.9% | $13,984-99.8% | $513-95.2% |