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; Account mainten... | $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 | $108,549-31.2% | $156,263-52.2% | $85,563-12.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 78.9%+21.1pp | 66.0%+34.0pp |
| Annual return | 13.83% | 21.79%-8.0pp | 59.47%-45.6pp | 31.51%-17.7pp |
| Employer contribution / active EE | $614 | $2,690-77.2% | $4,333-85.8% | $2,654-76.9% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $6,158-100.0% | $4,375-100.0% |
| Admin fee / account holder | $14 | $650-97.9% | $14,255-99.9% | $834-98.4% |