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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 70 · EIN 13-2638166 | Consulting Fees | $12,937 |
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 | $72,430 | $66,302+9.2% | $110,238-34.3% | $56,287+28.7% |
| Participation rate | 90.8% | 74.9%+15.9pp | 79.8%+11.0pp | 69.9%+21.0pp |
| Annual return | -5.87% | -1.18%-4.7pp | 314.74%-320.6pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,319 | $2,047+13.3% | $3,826-39.4% | $2,111+9.9% |
| Participant deferral / active EE | $4,269 | $3,381+26.3% | $4,672-8.6% | $3,350+27.4% |
| Admin fee / account holder | $281 | $698-59.8% | $8,547-96.7% | $521-46.1% |