See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 99 · EIN 13-2638166 | Other Fees | $18,151 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $624 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,548 | $69,763-26.1% | $67,502-23.6% | $74,495-30.8% |
| Participation rate | 92.0% | 71.4%+20.6pp | 72.9%+19.1pp | 67.2%+24.8pp |
| Annual return | 15.70% | -40.34%+56.0pp | 3512.12%-3496.4pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $3,155 | $2,704+16.7% | $2,731+15.5% | $2,623+20.3% |
| Participant deferral / active EE | $5,344 | $3,636+47.0% | $4,000+33.6% | $4,346+23.0% |
| Admin fee / account holder | $39 | $896-95.6% | $3,998-99.0% | $1,942-98.0% |