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 INC8+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $23,705 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,755 | $56,357+69.9% | $104,294-8.2% | $68,494+39.8% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | 13.60% | -9.19%+22.8pp | 24.61%-11.0pp | -7.84%+21.4pp |
| Employer contribution / active EE | $2,881 | $1,960+47.0% | $3,372-14.6% | $2,596+11.0% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,625-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,971 | $4,903-39.4% | $7,339-59.5% | $5,403-45.0% |