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 Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $162,495 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,716 | $95,388+42.3% | $125,339+8.3% | $77,904+74.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 82.4%+17.6pp | 73.7%+26.3pp |
| Annual return | 3.42% | 116.19%-112.8pp | 572.05%-568.6pp | 12.21%-8.8pp |
| Employer contribution / active EE | $11,503 | $3,666+213.7% | $4,814+139.0% | $2,848+303.9% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,446-100.0% | $4,806-100.0% |
| Admin fee / account holder | $105 | $119-11.3% | $10,010-98.9% | $133-20.4% |