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 INC9+ years Filed as: UBS Service code 28 · EIN 13-2638166 | Investment Management | $181,826 |
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 | $139,643 | $122,186+14.3% | $146,958-5.0% | $199,593-30.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 82.2%+17.8pp | 72.0%+28.0pp |
| Annual return | 9.59% | 30.56%-21.0pp | 418.34%-408.7pp | 34.25%-24.7pp |
| Employer contribution / active EE | $12,053 | $4,093+194.5% | $4,933+144.3% | $3,034+297.2% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $103 | $179-42.5% | $12,998-99.2% | $269-61.7% |