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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES IC Service code 99 | Other Fees | $25,725 |
UBS FINANCIAL SERVICES INC3 years Service code 99 · EIN 13-2638166 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,628 | $60,776-51.3% | $85,682-65.4% | $79,386-62.7% |
| Participation rate | 96.5% | 62.1%+34.4pp | 69.9%+26.6pp | 70.7%+25.8pp |
| Annual return | 17.97% | 16.57%+1.4pp | 21.49%-3.5pp | 116.85%-98.9pp |
| Employer contribution / active EE | $1,197 | $1,663-28.0% | $2,618-54.3% | $2,427-50.7% |
| Participant deferral / active EE | $2,541 | $2,919-12.9% | $3,923-35.2% | $4,046-37.2% |
| Admin fee / account holder | $31 | $438-93.0% | $6,873-99.6% | $626-95.1% |