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 | $45,821 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $24,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,010 | $60,607+152.5% | $189,557-19.3% | $86,799+76.3% |
| Participation rate | 95.5% | 68.9%+26.6pp | 78.4%+17.1pp | 72.3%+23.2pp |
| Annual return | 16.10% | 65.18%-49.1pp | 64.17%-48.1pp | 97.91%-81.8pp |
| Employer contribution / active EE | $2,267 | $1,626+39.4% | $4,412-48.6% | $2,405-5.8% |
| Participant deferral / active EE | $7,246 | $3,895+86.0% | $6,174+17.4% | $4,131+75.4% |
| Admin fee / account holder | $192 | $159+20.8% | $9,807-98.0% | $170+13.1% |