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 INC2 years Filed as: UBS FINANCIAL SERVICES Service code 27 317 WEST BARBEE CHAPEL ROAD · CHAPEL HILL, NC 27517 | Advisory (Plan) | $9,504 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,842 | $43,504-59.0% | $68,793-74.1% | $56,287-68.3% |
| Participation rate | 75.2% | 67.8%+7.4pp | 72.2%+3.0pp | 69.9%+5.3pp |
| Annual return | -4.06% | -3.15%-0.9pp | -4.63%+0.6pp | -9.96%+5.9pp |
| Employer contribution / active EE | $552 | $1,525-63.8% | $2,625-79.0% | $2,111-73.8% |
| Participant deferral / active EE | $1,390 | $2,509-44.6% | $3,311-58.0% | $3,350-58.5% |
| Admin fee / account holder | $113 | $515-78.0% | $5,131-97.8% | $521-78.3% |