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 INC3 years Service code 26 · EIN 13-2638166 | Advisory (Participants) | $25,957 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,556 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,850 | $93,571-45.7% | $135,903-62.6% | $75,163-32.3% |
| Participation rate | 98.9% | 75.2%+23.7pp | 81.9%+17.0pp | 67.2%+31.7pp |
| Annual return | 16.29% | 30.90%-14.6pp | 68.23%-51.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $797 | $3,537-77.5% | $4,856-83.6% | $2,670-70.1% |
| Participant deferral / active EE | $6,782 | $6,404+5.9% | $7,758-12.6% | $4,125+64.4% |
| Admin fee / account holder | $412 | $6,975-94.1% | $10,762-96.2% | $5,651-92.7% |