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 9-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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $28,858 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICE INC. Service code 70 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Consulting Fees | $26,594 |
Participant 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 | $117,770 | $84,487+39.4% | $125,339-6.0% | $66,914+76.0% |
| Participation rate | 92.1% | 76.4%+15.7pp | 82.4%+9.8pp | 69.8%+22.3pp |
| Annual return | -14.15% | -8.39%-5.8pp | 572.05%-586.2pp | 1.58%-15.7pp |
| Employer contribution / active EE | $5,806 | $3,553+63.4% | $4,814+20.6% | $2,544+128.2% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $251 | $685-63.4% | $10,010-97.5% | $593-57.7% |