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 INC10+ years Filed as: UBS Service code 28 · EIN 13-2638166 | Investment Management | $192,487 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,219 | $145,877-3.9% | $150,045-6.5% | $102,872+36.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 82.3%+17.7pp | 73.0%+27.0pp |
| Annual return | 5.91% | 21.37%-15.5pp | 62.55%-56.6pp | 19.06%-13.1pp |
| Employer contribution / active EE | $11,896 | $4,710+152.6% | $4,693+153.5% | $3,526+237.3% |
| Participant deferral / active EE | $0 | $9,491-100.0% | $7,997-100.0% | $5,535-100.0% |
| Admin fee / account holder | $104 | $176-40.9% | $13,435-99.2% | $292-64.4% |