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 SERVICES, INC. Service code 26 · EIN 13-2638166 | Advisory (Participants) | $31,297 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $382 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,781 | $137,414-28.1% | $189,513-47.9% | $85,850+15.1% |
| Participation rate | 78.2% | 84.6%-6.5pp | 87.8%-9.6pp | 69.3%+8.8pp |
| Annual return | 13.96% | 38.14%-24.2pp | 555.15%-541.2pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,935 | $4,344-55.5% | $6,162-68.6% | $2,565-24.6% |
| Participant deferral / active EE | $5,012 | $6,260-19.9% | $8,221-39.0% | $3,952+26.8% |
| Admin fee / account holder | $748 | $8,630-91.3% | $12,045-93.8% | $6,260-88.0% |