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 27 250 MUNOZ RIVERA AVENUE · SAN JUAN, PR 00918 | Advisory (Plan) | $8,110 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $5,073 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,571 | $46,553-51.5% | $64,056-64.8% | $75,163-70.0% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 14.74% | 26.03%-11.3pp | 33.69%-19.0pp | 160.62%-145.9pp |
| Employer contribution / active EE | $484 | $1,974-75.5% | $2,747-82.4% | $2,670-81.9% |
| Participant deferral / active EE | $1,147 | $2,837-59.6% | $3,880-70.4% | $4,125-72.2% |
| Admin fee / account holder | $135 | $2,952-95.4% | $3,068-95.6% | $5,651-97.6% |