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 INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1200 HARBOR BLVD., FL 10 · WEEHAWKEN, NJ 070866728 | Advisory (Plan) | $66,468 |
Service code 12 · EIN 48-1205033 | Float revenue; Sub-transfer agency fe... | $54,033 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,146 | $52,953+79.7% | $172,739-44.9% | $65,185+46.0% |
| Participation rate | 99.2% | 66.2%+33.0pp | 82.6%+16.5pp | 70.2%+29.0pp |
| Annual return | 22.34% | 30.12%-7.8pp | 802.84%-780.5pp | 29.38%-7.0pp |
| Employer contribution / active EE | $4,969 | $2,190+126.9% | $5,143-3.4% | $2,177+128.3% |
| Participant deferral / active EE | $5,210 | $2,471+110.9% | $5,198+0.2% | $3,514+48.3% |
| Admin fee / account holder | $321 | $472-31.9% | $13,954-97.7% | $847-62.1% |