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 INC5 years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 | Advisory (Participants) | $21,165 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,896 | $65,061-60.2% | $143,757-82.0% | $66,914-61.3% |
| Participation rate | 89.3% | 65.2%+24.1pp | 80.3%+9.0pp | 69.8%+19.5pp |
| Annual return | -16.45% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,817 | $2,361-23.0% | $4,951-63.3% | $2,544-28.6% |
| Participant deferral / active EE | $3,605 | $2,919+23.5% | $5,637-36.1% | $4,237-14.9% |
| Admin fee / account holder | $202 | $502-59.8% | $14,673-98.6% | $593-66.0% |