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 INC4 years Filed as: UBS FINANCIAL SERVICES Service code 27 317 WEST BARBEE CHAPEL ROAD · CHAPEL HILL, NC 27517 | Advisory (Plan) | $10,946 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,147 | $54,590-63.1% | $81,930-75.4% | $73,488-72.6% |
| Participation rate | 61.1% | 68.3%-7.3pp | 72.0%-10.9pp | 70.7%-9.6pp |
| Annual return | 12.72% | 17.74%-5.0pp | 29.49%-16.8pp | 28.51%-15.8pp |
| Employer contribution / active EE | $454 | $1,636-72.3% | $4,310-89.5% | $2,270-80.0% |
| Participant deferral / active EE | $1,412 | $2,759-48.8% | $7,107-80.1% | $3,740-62.2% |
| Admin fee / account holder | $134 | $592-77.4% | $5,158-97.4% | $513-74.0% |