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 INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $33,301 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $23,125 |
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 | $89,372 | $66,124+35.2% | $90,404-1.1% | $73,488+21.6% |
| Participation rate | 94.7% | 69.7%+25.1pp | 72.7%+22.1pp | 70.7%+24.1pp |
| Annual return | 18.10% | 17.65%+0.4pp | 1293.02%-1274.9pp | 28.51%-10.4pp |
| Employer contribution / active EE | $3,624 | $2,346+54.4% | $3,262+11.1% | $2,270+59.6% |
| Participant deferral / active EE | $5,949 | $3,039+95.8% | $3,963+50.1% | $3,740+59.1% |
| Admin fee / account holder | $315 | $396-20.4% | $5,611-94.4% | $513-38.6% |