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 Service code 26 · EIN 13-2638166 | Advisory (Participants) | $20,955 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,016 | $47,977-62.4% | $154,107-88.3% | $56,287-68.0% |
| Participation rate | 94.9% | 66.2%+28.7pp | 83.0%+11.9pp | 69.9%+25.1pp |
| Annual return | -5.67% | 3.54%-9.2pp | 735.12%-740.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,424 | $2,169-34.3% | $5,298-73.1% | $2,111-32.6% |
| Participant deferral / active EE | $3,055 | $2,392+27.7% | $5,081-39.9% | $3,350-8.8% |
| Admin fee / account holder | $55 | $438-87.3% | $13,411-99.6% | $521-89.4% |