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 | $1,676 |
Filed as: UBS FINANCIAL SERVICE INC. Service code 70 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Consulting Fees | $1,397 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,521 | $73,102+14.3% | $123,544-32.4% | $56,287+48.4% |
| Participation rate | 79.9% | 74.3%+5.6pp | 82.3%-2.4pp | 69.9%+10.0pp |
| Annual return | 1727.36% | 3.01%+1724.4pp | 119.20%+1608.2pp | -9.96%+1737.3pp |
| Employer contribution / active EE | $1,166 | $2,977-60.8% | $4,628-74.8% | $2,111-44.8% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $22 | $554-95.9% | $9,284-99.8% | $521-95.7% |