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 INC6+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $162,461 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,110 | $120,450+15.5% | $159,436-12.7% | $93,030+49.5% |
| Participation rate | 99.9% | 78.0%+21.9pp | 82.8%+17.1pp | 73.9%+26.0pp |
| Annual return | 39.47% | 27.11%+12.4pp | 263.57%-224.1pp | 158.70%-119.2pp |
| Employer contribution / active EE | $11,395 | $3,526+223.2% | $4,829+135.9% | $2,706+321.1% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,352-100.0% | $4,562-100.0% |
| Admin fee / account holder | $113 | $137-17.5% | $10,799-99.0% | $152-25.6% |