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 99 | Other Fees | $17,500 |
Filed as: PLAN DESIGN CONSULTANTS, INC Service code 49 | Other Services | $6,057 |
UBS FINANCIAL SERVICES INC2 years Service code 99 · EIN 13-2638166 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,389 | $100,923+7.4% | $150,045-27.8% | $74,304+45.9% |
| Participation rate | 74.8% | 70.1%+4.7pp | 82.3%-7.5pp | 60.3%+14.4pp |
| Annual return | 15.53% | 51.77%-36.2pp | 62.55%-47.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $639 | $3,463-81.5% | $4,693-86.4% | $2,241-71.5% |
| Participant deferral / active EE | $7,015 | $6,709+4.5% | $7,997-12.3% | $3,767+86.2% |
| Admin fee / account holder | $285 | $2,767-89.7% | $13,435-97.9% | $2,969-90.4% |