See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $160,607 |
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 | $67,483 | $66,457+1.5% | $81,382-17.1% | $77,643-13.1% |
| Participation rate | 74.9% | 68.7%+6.2pp | 69.5%+5.5pp | 70.6%+4.4pp |
| Annual return | 4.75% | 15.93%-11.2pp | 24.73%-20.0pp | 31.24%-26.5pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $2,463-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $3,883-100.0% | $4,647-100.0% |
| Admin fee / account holder | $179 | $583-69.2% | $5,768-96.9% | $430-58.4% |