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 99 · EIN 13-2638166 | Other Fees | $17,017 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,685 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,533 | $60,989-25.3% | $60,874-25.2% | $66,914-32.0% |
| Participation rate | 91.4% | 74.5%+17.0pp | 73.1%+18.3pp | 69.8%+21.6pp |
| Annual return | -14.93% | -9.60%-5.3pp | 16.90%-31.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $3,235 | $2,661+21.6% | $2,701+19.8% | $2,544+27.2% |
| Participant deferral / active EE | $5,707 | $3,615+57.9% | $3,817+49.5% | $4,237+34.7% |
| Admin fee / account holder | $20 | $338-94.1% | $3,224-99.4% | $593-96.6% |