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 INC2 years Filed as: UBS FINANCIAL Service code 28 · EIN 13-2638166 | Investment Management | $37,133 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $18,385 |
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 | $89,190 | $82,972+7.5% | $103,374-13.7% | $77,671+14.8% |
| Participation rate | 87.5% | 71.5%+15.9pp | 74.5%+13.0pp | 70.6%+16.9pp |
| Annual return | 13.16% | 19.14%-6.0pp | 24.89%-11.7pp | 31.21%-18.0pp |
| Employer contribution / active EE | $6,502 | $3,554+82.9% | $3,869+68.0% | $2,726+138.5% |
| Participant deferral / active EE | $6,951 | $4,108+69.2% | $5,058+37.4% | $4,648+49.5% |
| Admin fee / account holder | $133 | $639-79.1% | $8,394-98.4% | $430-69.0% |