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 INC7 years Filed as: UBS FINANCIAL Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $56,434 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $32,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,094 | $62,624+149.3% | $177,989-12.3% | $77,643+101.0% |
| Participation rate | 97.3% | 66.8%+30.4pp | 77.1%+20.2pp | 70.6%+26.7pp |
| Annual return | 16.72% | 16.16%+0.6pp | 294.48%-277.8pp | 31.24%-14.5pp |
| Employer contribution / active EE | $2,825 | $1,909+48.0% | $3,949-28.4% | $2,726+3.6% |
| Participant deferral / active EE | $9,161 | $4,219+117.1% | $6,276+46.0% | $4,647+97.1% |
| Admin fee / account holder | $193 | $386-50.1% | $10,363-98.1% | $430-55.2% |