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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 |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $67,072 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 700 W. 47TH STREET, 5TH FLOOR · KANSAS CITY, MO 64112 | Advisory (Plan) | $26,731 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,764 | $29,548+132.7% | $56,411+21.9% | $77,643-11.4% |
| Participation rate | 20.5% | 32.7%-12.2pp | 52.5%-32.0pp | 70.6%-50.1pp |
| Annual return | 17.55% | 19.01%-1.5pp | 1701.33%-1683.8pp | 31.24%-13.7pp |
| Employer contribution / active EE | $244 | $568-57.1% | $1,039-76.5% | $2,726-91.1% |
| Participant deferral / active EE | $716 | $1,061-32.5% | $1,952-63.3% | $4,647-84.6% |
| Admin fee / account holder | $436 | $1,046-58.3% | $2,829-84.6% | $430+1.4% |