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 Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $103,124 |
Participant contribution per participant 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 | $111,079 | $100,801+10.2% | $149,696-25.8% | $73,409+51.3% |
| Participation rate | 99.9% | 77.7%+22.2pp | 82.5%+17.4pp | 72.2%+27.7pp |
| Annual return | 23.62% | 265.34%-241.7pp | 276.60%-253.0pp | 59.29%-35.7pp |
| Employer contribution / active EE | $11,526 | $3,312+248.0% | $4,644+148.2% | $2,234+416.0% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $81 | $181-55.1% | $9,309-99.1% | $158-48.6% |