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 FINANCIAL SERVICES Service code 26 · EIN 13-2638166 | Advisory (Participants) | $20,293 |
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 | $35,391 | $58,879-39.9% | $178,490-80.2% | $73,488-51.8% |
| Participation rate | 86.6% | 66.2%+20.3pp | 81.9%+4.6pp | 70.7%+15.9pp |
| Annual return | 17.52% | 24.86%-7.3pp | 151.07%-133.6pp | 28.51%-11.0pp |
| Employer contribution / active EE | $1,267 | $2,236-43.3% | $5,011-74.7% | $2,270-44.2% |
| Participant deferral / active EE | $3,382 | $2,567+31.7% | $5,202-35.0% | $3,740-9.6% |
| Admin fee / account holder | $296 | $400-26.0% | $13,984-97.9% | $513-42.3% |