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 INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1200 HARBOR BLVD., FL 10 · WEEHAWKEN, NJ 070866728 | Advisory (Plan) | $70,048 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $55,334 |
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 | $107,566 | $58,879+82.7% | $178,490-39.7% | $73,488+46.4% |
| Participation rate | 99.6% | 66.2%+33.3pp | 81.9%+17.6pp | 70.7%+28.9pp |
| Annual return | 14.77% | 24.86%-10.1pp | 151.07%-136.3pp | 28.51%-13.7pp |
| Employer contribution / active EE | $2,695 | $2,236+20.5% | $5,011-46.2% | $2,270+18.7% |
| Participant deferral / active EE | $5,719 | $2,567+122.8% | $5,202+10.0% | $3,740+52.9% |
| Admin fee / account holder | $337 | $400-15.8% | $13,984-97.6% | $513-34.3% |