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 RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $77,824 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,247 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,558 | $55,331+34.7% | $81,812-8.9% | $199,593-62.6% |
| Participation rate | 47.5% | 62.5%-15.0pp | 72.3%-24.9pp | 72.0%-24.5pp |
| Annual return | 14.43% | 19.59%-5.2pp | 773.79%-759.4pp | 34.25%-19.8pp |
| Employer contribution / active EE | $1,311 | $2,101-37.6% | $2,912-55.0% | $3,034-56.8% |
| Participant deferral / active EE | $2,712 | $3,283-17.4% | $4,319-37.2% | $5,087-46.7% |
| Admin fee / account holder | $128 | $346-63.0% | $7,386-98.3% | $269-52.4% |