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 INC9+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $37,123 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$12,661 |
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 | $260,227 | $93,571+178.1% | $135,903+91.5% | $75,163+246.2% |
| Participation rate | 73.4% | 75.2%-1.8pp | 81.9%-8.5pp | 67.2%+6.2pp |
| Annual return | 18.01% | 30.90%-12.9pp | 68.23%-50.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,111 | $6,404+11.0% | $7,758-8.3% | $4,125+72.4% |
| Admin fee / account holder | $266 | $6,975-96.2% | $10,762-97.5% | $5,651-95.3% |