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 33 · EIN 13-2638166 200 PARK AVE. · NEW YORK, NY 10166 | Securities brokerage commissions and ... | $5,804 |
Employer contribution per participant 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 | $74,732 | $116,081-35.6% | $156,181-52.2% | $79,634-6.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 78.8%+21.2pp | 62.5%+37.5pp |
| Annual return | 13.83% | 15.89%-2.1pp | 64.87%-51.0pp | 36.46%-22.6pp |
| Employer contribution / active EE | $614 | $2,828-78.3% | $4,294-85.7% | $2,529-75.7% |
| Participant deferral / active EE | $0 | $4,584-100.0% | $6,132-100.0% | $3,835-100.0% |
| Admin fee / account holder | $14 | $854-98.4% | $14,586-99.9% | $1,002-98.7% |