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 INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,118 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,389 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,713 | $100,923-33.9% | $150,045-55.5% | $74,304-10.2% |
| Participation rate | 94.9% | 70.1%+24.8pp | 82.3%+12.5pp | 60.3%+34.5pp |
| Annual return | 35.34% | 51.77%-16.4pp | 62.55%-27.2pp | 29.43%+5.9pp |
| Employer contribution / active EE | $1,979 | $3,463-42.9% | $4,693-57.8% | $2,241-11.7% |
| Participant deferral / active EE | $4,847 | $6,709-27.8% | $7,997-39.4% | $3,767+28.7% |
| Admin fee / account holder | $275 | $2,767-90.1% | $13,435-98.0% | $2,969-90.7% |