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 SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $36,244 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $32,000 |
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 | $148,241 | $56,152+164.0% | $185,823-20.2% | $73,409+101.9% |
| Participation rate | 89.1% | 67.6%+21.5pp | 78.0%+11.1pp | 72.2%+16.9pp |
| Annual return | 15.36% | 17.59%-2.2pp | 35.95%-20.6pp | 59.29%-43.9pp |
| Employer contribution / active EE | $2,283 | $1,532+49.0% | $4,087-44.2% | $2,234+2.2% |
| Participant deferral / active EE | $7,198 | $3,659+96.7% | $5,632+27.8% | $3,805+89.1% |
| Admin fee / account holder | $213 | $132+61.0% | $9,500-97.8% | $158+34.7% |