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 | $45,136 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $22,169 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,885 | $56,638+139.9% | $169,368-19.8% | $74,419+82.6% |
| Participation rate | 94.8% | 67.5%+27.3pp | 77.1%+17.7pp | 70.7%+24.1pp |
| Annual return | 19.27% | 24.75%-5.5pp | 405.60%-386.3pp | 34.38%-15.1pp |
| Employer contribution / active EE | $2,675 | $2,027+32.0% | $4,013-33.3% | $2,637+1.4% |
| Participant deferral / active EE | $8,414 | $4,223+99.3% | $6,221+35.2% | $4,528+85.8% |
| Admin fee / account holder | $151 | $307-50.7% | $9,003-98.3% | $348-56.5% |