See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8 years Filed as: UBS FINANCIAL SERVICES INC. Service code 16 1285 6TH AVE · NEW YORK, NY 10019 | Consulting | $53,711 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $53,109 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,818 | $106,028-8.7% | $146,958-34.1% | $77,643+24.7% |
| Participation rate | 97.2% | 78.4%+18.9pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 19.18% | 56.73%-37.6pp | 418.34%-399.2pp | 31.24%-12.1pp |
| Employer contribution / active EE | $2,991 | $4,063-26.4% | $4,933-39.4% | $2,726+9.7% |
| Participant deferral / active EE | $9,996 | $7,990+25.1% | $8,070+23.9% | $4,647+115.1% |
| Admin fee / account holder | $238 | $337-29.4% | $12,998-98.2% | $430-44.7% |