Filed February 8, 2023 (most recent of 2 filings on file)
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 8-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 27 600 W. BROADWAY, SUITE 2100 · SAN DIEGO, CA 92101 | Advisory (Plan) | $22,646 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $22,037 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,694 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,036 | $104,475-53.1% | $159,436-69.2% | $79,386-38.2% |
| Participation rate | 93.2% | 76.6%+16.5pp | 82.8%+10.3pp | 70.7%+22.5pp |
| Annual return | 16.95% | 67.95%-51.0pp | 263.57%-246.6pp | 116.85%-99.9pp |
| Employer contribution / active EE | $1,610 | $3,417-52.9% | $4,829-66.7% | $2,427-33.7% |
| Participant deferral / active EE | $3,694 | $6,467-42.9% | $7,352-49.8% | $4,046-8.7% |
| Admin fee / account holder | $280 | $711-60.7% | $10,799-97.4% | $626-55.3% |