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 INC3+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $39,535 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $7,435 |
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 | $81,819 | $66,302+23.4% | $110,238-25.8% | $56,287+45.4% |
| Participation rate | 98.6% | 74.9%+23.7pp | 79.8%+18.8pp | 69.9%+28.7pp |
| Annual return | 0.99% | -1.18%+2.2pp | 314.74%-313.8pp | -9.96%+10.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,672 | $3,381+8.6% | $4,672-21.4% | $3,350+9.6% |
| Admin fee / account holder | $192 | $698-72.6% | $8,547-97.8% | $521-63.2% |