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 INC2+ years Filed as: UBS Service code 28 · EIN 13-2638166 | Investment Management | $119,557 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,482 | $69,823-7.6% | $77,163-16.4% | $74,419-13.4% |
| Participation rate | 74.9% | 70.0%+4.9pp | 69.6%+5.4pp | 70.7%+4.2pp |
| Annual return | 6.00% | 19.98%-14.0pp | 37.87%-31.9pp | 34.38%-28.4pp |
| Employer contribution / active EE | $0 | $2,150-100.0% | $2,535-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $3,558-100.0% | $3,833-100.0% | $4,528-100.0% |
| Admin fee / account holder | $133 | $398-66.5% | $5,472-97.6% | $348-61.7% |