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 9-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 INC7+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1100 POYDRAS STREET, SUITE 900 · NEW ORLEANS, LA 701630900 | Advisory (Plan) | $27,139 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,863 | $59,159-63.0% | $159,960-86.3% | $66,914-67.3% |
| Participation rate | 82.7% | 68.1%+14.6pp | 78.0%+4.7pp | 69.8%+12.9pp |
| Annual return | -13.93% | -12.26%-1.7pp | 408.60%-422.5pp | 1.58%-15.5pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,226-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $0 | $4,395-100.0% | $6,182-100.0% | $4,237-100.0% |
| Admin fee / account holder | $185 | $591-68.8% | $8,698-97.9% | $593-68.9% |