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 Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $546,928 | $79,171+590.8% | $102,423+434.0% | $74,495+634.2% |
| Participation rate | 97.8% | 74.8%+23.0pp | 76.5%+21.3pp | 67.2%+30.6pp |
| Annual return | 8.67% | 54.93%-46.3pp | 29.32%-20.7pp | 1364.94%-1356.3pp |
| Employer contribution / active EE | $25,583 | $2,362+983.0% | $3,023+746.2% | $2,623+875.4% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $13 | $2,001-99.3% | $9,451-99.9% | $1,942-99.3% |