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 INC4 years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 | Advisory (Participants) | $25,206 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,162 | $61,156-40.9% | $185,823-80.5% | $79,386-54.4% |
| Participation rate | 93.8% | 66.6%+27.1pp | 81.7%+12.0pp | 70.7%+23.0pp |
| Annual return | 13.45% | 19.45%-6.0pp | 122.05%-108.6pp | 116.85%-103.4pp |
| Employer contribution / active EE | $1,534 | $2,321-33.9% | $5,167-70.3% | $2,427-36.8% |
| Participant deferral / active EE | $3,474 | $2,789+24.6% | $5,568-37.6% | $4,046-14.1% |
| Admin fee / account holder | $285 | $710-59.9% | $16,237-98.2% | $626-54.5% |