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 9-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 SERVICESINC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,065 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $26,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,938 | $45,031-0.2% | $85,009-47.1% | $77,671-42.1% |
| Participation rate | 26.2% | 48.7%-22.5pp | 67.5%-41.3pp | 70.6%-44.4pp |
| Annual return | 13.01% | 79.22%-66.2pp | 66.47%-53.5pp | 31.21%-18.2pp |
| Employer contribution / active EE | $912 | $1,609-43.3% | $2,728-66.6% | $2,726-66.5% |
| Participant deferral / active EE | $1,605 | $2,807-42.8% | $4,522-64.5% | $4,648-65.5% |
| Admin fee / account holder | $263 | $912-71.1% | $6,153-95.7% | $430-38.8% |