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 9-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 INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $200,133 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,347 | $89,355+167.9% | $141,162+69.6% | $72,985+227.9% |
| Participation rate | 96.7% | 75.1%+21.6pp | 82.5%+14.2pp | 69.5%+27.2pp |
| Annual return | 2.12% | 111.85%-109.7pp | 71.39%-69.3pp | 81.00%-78.9pp |
| Employer contribution / active EE | $17,300 | $3,114+455.5% | $4,735+265.4% | $2,440+609.0% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,656 | $5,958-72.2% | $10,261-83.9% | $5,124-67.7% |