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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 ONE NORTH WACKER DR · CHICAGO, IL 60606 | Advisory (Plan) | $71,853 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,281 |
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 | $129,312 | $81,537+58.6% | $149,718-13.6% | $69,631+85.7% |
| Participation rate | 89.1% | 86.1%+3.0pp | 87.1%+2.1pp | 70.7%+18.4pp |
| Annual return | 20.93% | 22.79%-1.9pp | 1501.63%-1480.7pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $8,678 | $3,239+167.9% | $5,445+59.4% | $2,032+327.0% |
| Participant deferral / active EE | $12,530 | $4,994+150.9% | $6,569+90.7% | $3,224+288.7% |
| Admin fee / account holder | $160 | $107+49.6% | $11,283-98.6% | $110+44.8% |