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 INC7 years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 | Advisory (Participants) | $23,186 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,866 | $55,415-46.1% | $155,509-80.8% | $74,495-59.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.66% | 268.50%-253.8pp | 64.67%-50.0pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,672 | $2,267-26.2% | $4,672-64.2% | $2,623-36.2% |
| Participant deferral / active EE | $3,391 | $2,836+19.6% | $5,626-39.7% | $4,346-22.0% |
| Admin fee / account holder | $163 | $1,738-90.6% | $15,912-99.0% | $1,942-91.6% |