Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 INC9 years Filed as: UBS FINANCIAL SERVICE INC Service code 26 | Advisory (Participants) | $29,223 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,396 |
UBS FINANCIAL SERVICES INC9 years Filed as: UBS FINANCIAL SERVICES INC. Service code 26 · EIN 13-2638166 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,367 | $78,483-7.8% | $106,201-31.9% | $74,546-2.9% |
| Participation rate | 91.3% | 72.8%+18.5pp | 75.3%+16.0pp | 67.2%+24.1pp |
| Annual return | 14.22% | 15.94%-1.7pp | 116.26%-102.0pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $1,333 | $2,522-47.2% | $3,170-58.0% | $2,624-49.2% |
| Participant deferral / active EE | $4,651 | $4,320+7.7% | $5,012-7.2% | $4,347+7.0% |
| Admin fee / account holder | $502 | $2,236-77.5% | $11,039-95.5% | $1,944-74.2% |