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 INC6 years Filed as: UBS FINANCIAL SERVICES Service code 27 317 WEST BARBEE CHAPEL ROAD · CHAPEL HILL, NC 27517 | Advisory (Plan) | $10,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,737 | $54,229-56.2% | $70,092-66.1% | $68,494-65.3% |
| Participation rate | 57.0% | 64.5%-7.5pp | 70.5%-13.5pp | 67.9%-10.9pp |
| Annual return | -16.81% | -13.87%-2.9pp | 190.73%-207.5pp | -7.84%-9.0pp |
| Employer contribution / active EE | $530 | $2,018-73.8% | $2,559-79.3% | $2,596-79.6% |
| Participant deferral / active EE | $1,713 | $2,956-42.0% | $3,849-55.5% | $4,027-57.5% |
| Admin fee / account holder | $160 | $4,694-96.6% | $6,267-97.4% | $5,403-97.0% |