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 INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 | Advisory (Participants) | $31,849 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $524 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,158 | $125,758-16.4% | $169,993-38.1% | $75,163+39.9% |
| Participation rate | 92.2% | 83.6%+8.6pp | 87.0%+5.2pp | 67.2%+25.0pp |
| Annual return | 20.06% | 27.20%-7.1pp | 53.37%-33.3pp | 160.62%-140.6pp |
| Employer contribution / active EE | $1,685 | $4,615-63.5% | $6,785-75.2% | $2,670-36.9% |
| Participant deferral / active EE | $4,823 | $6,837-29.5% | $10,408-53.7% | $4,125+16.9% |
| Admin fee / account holder | $771 | $8,173-90.6% | $12,815-94.0% | $5,651-86.3% |