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 3-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 INC1+ years Filed as: UBS Service code 28 · EIN 13-2638166 | Investment Management | $51,703 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,630 | $56,503+9.1% | $70,092-12.1% | $64,808-4.9% |
| Participation rate | 90.9% | 70.5%+20.4pp | 70.5%+20.4pp | 71.5%+19.5pp |
| Annual return | 67.52% | -13.44%+81.0pp | 190.73%-123.2pp | 32.82%+34.7pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,559-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $3,849-100.0% | $4,310-100.0% |
| Admin fee / account holder | $56 | $160-64.9% | $6,267-99.1% | $188-70.0% |