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 1780 HUGHES LANDING BLVD · THE WOODLANDS, TX 77380 | Advisory (Plan) | $48,497 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $39,267 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 16 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Consulting | $8,626 |
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.
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 | $82,810 | $96,486-14.2% | $153,485-46.0% | $77,643+6.7% |
| Participation rate | 48.2% | 81.6%-33.4pp | 77.1%-28.9pp | 70.6%-22.4pp |
| Annual return | 14.21% | 14.44%-0.2pp | 15.65%-1.4pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,432 | $5,224-72.6% | $5,039-71.6% | $2,726-47.5% |
| Participant deferral / active EE | $5,049 | $6,609-23.6% | $6,757-25.3% | $4,647+8.6% |
| Admin fee / account holder | $446 | $182+144.5% | $12,724-96.5% | $430+3.7% |