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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $13,492 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,879 |
UBS FINANCIAL SERVICES INC5 years Service code 26 1000 HARBOR BOULEVAR · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $2,092 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $194 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,508 | $174,896-60.3% | $125,339-44.5% | - |
| Participation rate | 78.8% | 70.4%+8.4pp | 82.4%-3.6pp | - |
| Annual return | -15.64% | -12.90%-2.7pp | 572.05%-587.7pp | - |
| Employer contribution / active EE | $2,428 | $3,570-32.0% | $4,814-49.6% | - |
| Participant deferral / active EE | $5,623 | $6,354-11.5% | $7,446-24.5% | - |
| Admin fee / account holder | $165 | $56,117-99.7% | $10,010-98.4% | - |