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 |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 1000 HARBOR BLVD., 6TH FLOOR · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $122,242 |
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 | $159,796 | $93,182+71.5% | $146,665+9.0% | $79,386+101.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 10.06% | 21.61%-11.5pp | 22.74%-12.7pp | 116.85%-106.8pp |
| Employer contribution / active EE | $3,553 | $2,420+46.8% | $4,136-14.1% | $2,427+46.3% |
| Participant deferral / active EE | $9,361 | $4,169+124.5% | $5,506+70.0% | $4,046+131.4% |
| Admin fee / account holder | $745 | $585+27.4% | $10,280-92.7% | $626+19.0% |