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 INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $34,548 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,814 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $76,985 | $58,879+30.8% | $178,490-56.9% | $73,488+4.8% |
| Participation rate | 95.7% | 66.2%+29.5pp | 81.9%+13.8pp | 70.7%+25.0pp |
| Annual return | 26.64% | 24.86%+1.8pp | 151.07%-124.4pp | 28.51%-1.9pp |
| Employer contribution / active EE | $5,073 | $2,236+126.9% | $5,011+1.3% | $2,270+123.5% |
| Participant deferral / active EE | $1,777 | $2,567-30.8% | $5,202-65.8% | $3,740-52.5% |
| Admin fee / account holder | $131 | $400-67.4% | $13,984-99.1% | $513-74.5% |