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 INC2 years Filed as: UBS FINANCIAL SERVICE INC Service code 26 | Advisory (Participants) | $20,512 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,106 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 26 · EIN 13-2638166 | Advisory (Participants) | $0 |
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 | $28,557 | $63,299-54.9% | $91,001-68.6% | $62,292-54.2% |
| Participation rate | 86.4% | 73.3%+13.1pp | 75.6%+10.8pp | 69.5%+16.9pp |
| Annual return | 26.02% | 20.99%+5.0pp | 4.60%+21.4pp | 28.90%-2.9pp |
| Employer contribution / active EE | $811 | $1,807-55.1% | $2,456-67.0% | $2,042-60.3% |
| Participant deferral / active EE | $3,315 | $2,943+12.7% | $3,547-6.5% | $3,169+4.6% |
| Admin fee / account holder | $186 | $468-60.1% | $5,417-96.6% | $479-61.1% |