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 INC2 years Filed as: UBS FINANCIAL Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $40,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $31,881 |
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 | $131,171 | $48,471+170.6% | $182,532-28.1% | $67,579+94.1% |
| Participation rate | 86.2% | 67.2%+19.0pp | 78.0%+8.2pp | 71.3%+14.9pp |
| Annual return | 25.36% | 31.08%-5.7pp | 148.54%-123.2pp | 378.56%-353.2pp |
| Employer contribution / active EE | $1,928 | $1,461+32.0% | $4,076-52.7% | $2,148-10.2% |
| Participant deferral / active EE | $6,104 | $3,324+83.6% | $5,524+10.5% | $3,539+72.5% |
| Admin fee / account holder | $232 | $151+53.4% | $8,592-97.3% | $142+63.0% |