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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $48,077 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$11,542 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $264,922 | $105,181+151.9% | $159,436+66.2% | $85,850+208.6% |
| Participation rate | 83.5% | 75.8%+7.8pp | 82.8%+0.7pp | 69.3%+14.2pp |
| Annual return | 14.98% | 45.07%-30.1pp | 263.57%-248.6pp | 318.53%-303.6pp |
| Employer contribution / active EE | $2 | $3,318-99.9% | $4,829-100.0% | $2,565-99.9% |
| Participant deferral / active EE | $9,366 | $5,945+57.5% | $7,352+27.4% | $3,952+137.0% |
| Admin fee / account holder | $271 | $6,933-96.1% | $10,799-97.5% | $6,260-95.7% |