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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $43,247 |
UBS FINANCIAL SERVICES INC8 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $10,510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,068 | $99,078-80.8% | $96,544-80.2% | $74,419-74.4% |
| Participation rate | 69.1% | 80.7%-11.6pp | 76.0%-6.9pp | 70.7%-1.6pp |
| Annual return | 15.31% | 22.48%-7.2pp | 25.84%-10.5pp | 34.38%-19.1pp |
| Employer contribution / active EE | $1,477 | $2,570-42.5% | $2,965-50.2% | $2,637-44.0% |
| Participant deferral / active EE | $1,253 | $4,933-74.6% | $4,851-74.2% | $4,528-72.3% |
| Admin fee / account holder | $184 | $225-18.1% | $8,252-97.8% | $348-47.1% |