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 6-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 Service code 26 · EIN 13-2638166 1000 HARBOR BOULEVARD · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $23,363 |
Filed as: WISHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,001 | $49,808-33.7% | $95,745-65.5% | $74,419-55.7% |
| Participation rate | 28.3% | 66.6%-38.2pp | 72.3%-43.9pp | 70.7%-42.4pp |
| Annual return | -46.15% | 24.91%-71.1pp | 28.35%-74.5pp | 34.38%-80.5pp |
| Employer contribution / active EE | $986 | $1,639-39.8% | $2,835-65.2% | $2,637-62.6% |
| Participant deferral / active EE | $3,699 | $3,739-1.1% | $4,245-12.9% | $4,528-18.3% |
| Admin fee / account holder | $493 | $311+58.5% | $5,678-91.3% | $348+41.7% |