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 INC5 years Filed as: UBS FINANCIAL Service code 27 1780 HUGHES LANDING BLVD · THE WOODLANDS, TX 77380 | Advisory (Plan) | $32,726 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $24,854 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,850 | $72,482-20.2% | $129,110-55.2% | $64,808-10.7% |
| Participation rate | 39.0% | 79.2%-40.2pp | 77.3%-38.2pp | 71.5%-32.5pp |
| Annual return | -14.70% | -9.08%-5.6pp | -10.94%-3.8pp | 32.82%-47.5pp |
| Employer contribution / active EE | $693 | $4,247-83.7% | $5,052-86.3% | $2,506-72.3% |
| Participant deferral / active EE | $3,755 | $5,679-33.9% | $6,542-42.6% | $4,310-12.9% |
| Admin fee / account holder | $295 | $144+104.6% | $14,302-97.9% | $188+57.2% |