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 | $40,573 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $32,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,269 | $50,458+138.4% | $159,960-24.8% | $64,808+85.6% |
| Participation rate | 95.6% | 68.0%+27.6pp | 78.0%+17.7pp | 71.5%+24.2pp |
| Annual return | -17.31% | -13.42%-3.9pp | 408.60%-425.9pp | 32.82%-50.1pp |
| Employer contribution / active EE | $2,627 | $1,722+52.5% | $4,226-37.8% | $2,506+4.8% |
| Participant deferral / active EE | $7,838 | $4,004+95.8% | $6,182+26.8% | $4,310+81.8% |
| Admin fee / account holder | $179 | $706-74.7% | $8,698-97.9% | $188-4.8% |