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 8-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 INC1+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 51-0120742 | Advisory (Plan) | $20,026 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $7,139 |
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 | $48,525 | $63,299-23.3% | $91,001-46.7% | $62,292-22.1% |
| Participation rate | 97.1% | 73.3%+23.8pp | 75.6%+21.5pp | 69.5%+27.6pp |
| Annual return | 15.47% | 20.99%-5.5pp | 4.60%+10.9pp | 28.90%-13.4pp |
| Employer contribution / active EE | $1,667 | $1,807-7.8% | $2,456-32.1% | $2,042-18.4% |
| Participant deferral / active EE | $3,748 | $2,943+27.4% | $3,547+5.6% | $3,169+18.3% |
| Admin fee / account holder | $223 | $468-52.4% | $5,417-95.9% | $479-53.5% |