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 INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,649 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,823 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,496 | $51,197+27.9% | $82,719-20.8% | $66,914-2.1% |
| Participation rate | 95.4% | 67.8%+27.6pp | 72.6%+22.8pp | 69.8%+25.6pp |
| Annual return | -16.17% | -9.64%-6.5pp | 701.18%-717.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $3,417 | $2,611+30.9% | $3,009+13.6% | $2,544+34.3% |
| Participant deferral / active EE | $6,195 | $3,458+79.2% | $4,395+41.0% | $4,237+46.2% |
| Admin fee / account holder | $263 | $416-36.7% | $5,329-95.1% | $593-55.7% |