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 INC2 years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 | Advisory (Participants) | $21,223 |
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 | $22,743 | $62,928-63.9% | $172,739-86.8% | $67,579-66.3% |
| Participation rate | 93.4% | 64.5%+28.9pp | 82.6%+10.7pp | 71.3%+22.1pp |
| Annual return | 24.40% | 30.36%-6.0pp | 802.84%-778.4pp | 378.56%-354.2pp |
| Employer contribution / active EE | $1,433 | $1,636-12.4% | $5,143-72.1% | $2,148-33.3% |
| Participant deferral / active EE | $3,131 | $2,145+46.0% | $5,198-39.8% | $3,539-11.5% |
| Admin fee / account holder | $200 | $167+19.8% | $13,954-98.6% | $142+40.3% |