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 SERVICES, INC. Service code 26 · EIN 13-2638166 | Advisory (Participants) | $49,181 |
Service code 17 · EIN 62-1038805 | Pension Consulting | $18,721 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $5,398 |
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 | $98,045 | $101,317-3.2% | $146,958-33.3% | $74,495+31.6% |
| Participation rate | 67.1% | 75.5%-8.4pp | 82.2%-15.0pp | 67.2%-0.1pp |
| Annual return | 14.34% | 8730.91%-8716.6pp | 418.34%-404.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $3,073 | $3,810-19.3% | $4,933-37.7% | $2,623+17.2% |
| Participant deferral / active EE | $7,973 | $7,303+9.2% | $8,070-1.2% | $4,346+83.5% |
| Admin fee / account holder | $544 | $1,739-68.7% | $12,998-95.8% | $1,942-72.0% |