See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $26,277 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $530,440 | $84,936+524.5% | $111,297+376.6% | $79,386+568.2% |
| Participation rate | 99.2% | 75.9%+23.3pp | 77.3%+21.9pp | 70.7%+28.5pp |
| Annual return | 14.23% | 17.45%-3.2pp | 54.65%-40.4pp | 116.85%-102.6pp |
| Employer contribution / active EE | $21,946 | $1,979+1008.9% | $2,731+703.6% | $2,427+804.1% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $9 | $537-98.2% | $7,964-99.9% | $626-98.5% |