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 INC3 years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $97,584 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$41,671 |
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 | $135,917 | $73,404+85.2% | $87,100+56.0% | $67,579+101.1% |
| Participation rate | 99.3% | 80.9%+18.4pp | 76.9%+22.4pp | 71.3%+28.0pp |
| Annual return | 24.49% | 48.29%-23.8pp | 28.19%-3.7pp | 378.56%-354.1pp |
| Employer contribution / active EE | $2,614 | $2,014+29.8% | $2,521+3.7% | $2,148+21.7% |
| Participant deferral / active EE | $5,247 | $3,913+34.1% | $4,049+29.6% | $3,539+48.3% |
| Admin fee / account holder | $154 | $142+8.5% | $7,497-98.0% | $142+8.0% |