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 INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $20,625 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $18,294 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,631 | $84,487-59.0% | $125,339-72.4% | $66,914-48.2% |
| Participation rate | 95.2% | 76.4%+18.8pp | 82.4%+12.8pp | 69.8%+25.4pp |
| Annual return | -16.24% | -8.39%-7.8pp | 572.05%-588.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,622 | $3,553-26.2% | $4,814-45.5% | $2,544+3.1% |
| Participant deferral / active EE | $5,152 | $6,781-24.0% | $7,446-30.8% | $4,237+21.6% |
| Admin fee / account holder | $232 | $685-66.2% | $10,010-97.7% | $593-61.0% |