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 10-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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 860 W. OLIVE AVE. · MERCED, CA 95348 | Advisory (Plan) | $9,873 |
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 | $35,860 | $54,726-34.5% | $68,793-47.9% | $64,186-44.1% |
| Participation rate | 90.3% | 68.0%+22.3pp | 72.2%+18.1pp | 69.6%+20.8pp |
| Annual return | -20.70% | -1.62%-19.1pp | -4.63%-16.1pp | 7.63%-28.3pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $77 | $4,027-98.1% | $5,131-98.5% | $4,888-98.4% |