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 INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,616 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,469 | $59,328+39.0% | $118,925-30.7% | $73,488+12.2% |
| Participation rate | 100.0% | 62.3%+37.7pp | 75.4%+24.6pp | 70.7%+29.3pp |
| Annual return | -1.62% | 19.13%-20.8pp | 35.88%-37.5pp | 28.51%-30.1pp |
| Employer contribution / active EE | $3,093 | $1,803+71.5% | $3,263-5.2% | $2,270+36.2% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $4,265-100.0% | $3,740-100.0% |
| Admin fee / account holder | $13,711 | $600+2184.1% | $6,581+108.4% | $513+2572.4% |