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 10-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 SVCS INS AGCY INC Service code 55 | Other Commissions | $24,337 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SVCS INSURANCE AGCY I Service code 55 1000 HARBOR BLVD 8TH FLOOR · WEEHAWKEN, NJ 07087 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,407 | $63,346+323.7% | $92,233+191.0% | $70,131+282.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.93% | 530.12%-513.2pp | 176.28%-159.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $6,894 | $2,471+179.0% | $3,679+87.4% | $2,342+194.3% |
| Participant deferral / active EE | $2,941 | $2,854+3.0% | $3,897-24.5% | $3,332-11.7% |
| Admin fee / account holder | $14,865 | $3,840+287.1% | $5,194+186.2% | $4,645+220.0% |