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 Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $8,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $4,808 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,268 | $42,810+155.2% | $169,463-35.5% | $55,725+96.1% |
| Participation rate | 33.9% | 64.7%-30.8pp | 77.8%-43.9pp | 70.9%-37.0pp |
| Annual return | -1.06% | -3.61%+2.6pp | 1.83%-2.9pp | 244.93%-246.0pp |
| Employer contribution / active EE | $1,362 | $1,402-2.9% | $4,159-67.3% | $2,078-34.5% |
| Participant deferral / active EE | $5,626 | $3,141+79.1% | $5,277+6.6% | $3,356+67.7% |
| Admin fee / account holder | $62 | $106-42.0% | $9,109-99.3% | $115-46.3% |