See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES Service code 27 317 WEST BARBEE CHAPEL ROAD · CHAPEL HILL, NC 27517 | Advisory (Plan) | $11,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $27,865 | $69,515-59.9% | $86,874-67.9% | $85,850-67.5% |
| Participation rate | 54.5% | 66.3%-11.8pp | 71.6%-17.1pp | 69.3%-14.8pp |
| Annual return | 10.14% | 20.12%-10.0pp | 63.52%-53.4pp | 318.53%-308.4pp |
| Employer contribution / active EE | $523 | $1,880-72.2% | $2,495-79.1% | $2,565-79.6% |
| Participant deferral / active EE | $1,711 | $2,919-41.4% | $3,699-53.7% | $3,952-56.7% |
| Admin fee / account holder | $185 | $5,972-96.9% | $5,828-96.8% | $6,260-97.1% |