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 INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $33,311 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,628 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,800 | $55,182+1.1% | $73,307-23.9% | $55,191+1.1% |
| Participation rate | 93.8% | 73.9%+19.8pp | 74.9%+18.9pp | 69.2%+24.6pp |
| Annual return | 1.17% | 8.55%-7.4pp | 5.67%-4.5pp | 10.78%-9.6pp |
| Employer contribution / active EE | $1,526 | $1,935-21.1% | $3,237-52.9% | $1,899-19.6% |
| Participant deferral / active EE | $3,886 | $4,641-16.3% | $4,991-22.1% | $3,046+27.6% |
| Admin fee / account holder | $26 | $68-62.3% | $5,637-99.5% | $91-71.6% |