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 INC6 years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 | Advisory (Participants) | $20,314 |
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 | $26,717 | $61,272-56.4% | $149,673-82.1% | $71,457-62.6% |
| Participation rate | 93.3% | 62.5%+30.8pp | 78.8%+14.5pp | 67.9%+25.4pp |
| Annual return | 19.60% | 35.85%-16.3pp | 134.42%-114.8pp | 28.85%-9.2pp |
| Employer contribution / active EE | $1,661 | $2,378-30.2% | $4,818-65.5% | $2,588-35.8% |
| Participant deferral / active EE | $3,237 | $2,917+11.0% | $5,680-43.0% | $4,289-24.5% |
| Admin fee / account holder | $150 | $1,261-88.1% | $13,210-98.9% | $1,587-90.5% |