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 16 · EIN 13-2638166 | Consulting | $33,860 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $22,569 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,841 | $66,457+12.6% | $81,382-8.0% | $77,643-3.6% |
| Participation rate | 57.6% | 68.7%-11.2pp | 69.5%-11.9pp | 70.6%-13.0pp |
| Annual return | 11.16% | 15.93%-4.8pp | 24.73%-13.6pp | 31.24%-20.1pp |
| Employer contribution / active EE | $2,254 | $2,159+4.4% | $2,463-8.5% | $2,726-17.3% |
| Participant deferral / active EE | $3,592 | $3,679-2.4% | $3,883-7.5% | $4,647-22.7% |
| Admin fee / account holder | $282 | $583-51.6% | $5,768-95.1% | $430-34.4% |