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 IC Service code 99 | Other Fees | $21,381 |
Filed as: HOWARD SIMON & ASSOCS INC Service code 26 304 SAUNDERS RD · RIVERWOODS, IL 60015 | Advisory (Participants) | $5,004 |
UBS FINANCIAL SERVICES INC5 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 | $40,685 | $51,045-20.3% | $70,515-42.3% | $71,457-43.1% |
| Participation rate | 96.7% | 59.4%+37.3pp | 68.3%+28.3pp | 67.9%+28.8pp |
| Annual return | 20.78% | 42.63%-21.9pp | 32.77%-12.0pp | 28.85%-8.1pp |
| Employer contribution / active EE | $1,198 | $1,790-33.1% | $2,973-59.7% | $2,588-53.7% |
| Participant deferral / active EE | $2,589 | $3,026-14.5% | $4,567-43.3% | $4,289-39.6% |
| Admin fee / account holder | $97 | $1,994-95.1% | $6,412-98.5% | $1,587-93.9% |