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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICE INC Service code 26 | Advisory (Participants) | $6,881 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $752 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 26 · EIN 13-2638166 | Advisory (Participants) | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,171 | $56,629-62.6% | $77,999-72.9% | $55,167-61.6% |
| Participation rate | 89.0% | 73.3%+15.7pp | 75.5%+13.5pp | 69.0%+20.0pp |
| Annual return | 12.63% | 2866.98%-2854.4pp | 425.96%-413.3pp | 169.23%-156.6pp |
| Employer contribution / active EE | $361 | $1,723-79.0% | $2,470-85.4% | $1,963-81.6% |
| Participant deferral / active EE | $3,382 | $2,777+21.8% | $3,497-3.3% | $3,054+10.7% |
| Admin fee / account holder | $150 | $467-67.9% | $5,480-97.3% | $504-70.3% |