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 INC8+ years Filed as: UBS Service code 28 · EIN 13-2638166 | Investment Management | $164,227 |
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 | $136,909 | $107,459+27.4% | $135,903+0.7% | $80,160+70.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 81.9%+18.1pp | 72.9%+27.1pp |
| Annual return | 8.77% | 91.91%-83.1pp | 68.23%-59.5pp | 40.38%-31.6pp |
| Employer contribution / active EE | $11,212 | $3,877+189.2% | $4,856+130.9% | $2,978+276.5% |
| Participant deferral / active EE | $0 | $8,195-100.0% | $7,758-100.0% | $5,017-100.0% |
| Admin fee / account holder | $99 | $127-21.8% | $10,762-99.1% | $145-31.5% |