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 INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $20,755 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,497 | $86,332-1.0% | $125,175-31.7% | $65,185+31.2% |
| Participation rate | 92.7% | 75.3%+17.4pp | 79.8%+12.9pp | 70.2%+22.5pp |
| Annual return | 19.53% | 27.43%-7.9pp | 43.79%-24.3pp | 29.38%-9.9pp |
| Employer contribution / active EE | $2,363 | $2,040+15.9% | $3,865-38.9% | $2,177+8.6% |
| Participant deferral / active EE | $4,422 | $3,537+25.0% | $4,937-10.4% | $3,514+25.8% |
| Admin fee / account holder | $415 | $609-31.8% | $9,702-95.7% | $847-51.0% |