Filed November 28, 2022
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 Service code 28 · EIN 13-2638166 7950 SUMMERLIN LAKES DRIVE · FORT MYERS, FL 33907 | Investment Management | $33,853 |
Service code 28 · EIN 20-8075599 12681 CREEKSIDE LANE · FORT MYERS, FL 33919 | Investment Management | $8,321 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,087 | $60,545-12.3% | $92,233-42.4% | $69,631-23.8% |
| Participation rate | 99.8% | 72.2%+27.6pp | 76.5%+23.3pp | 70.7%+29.1pp |
| Annual return | 22.19% | 19.71%+2.5pp | 176.28%-154.1pp | 27571.02%-27548.8pp |
| Employer contribution / active EE | $8,764 | $2,633+232.8% | $3,679+138.2% | $2,032+331.2% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $79 | $145-45.7% | $5,194-98.5% | $110-28.9% |