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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $34,507 |
UBS FINANCIAL SERVICES INC3 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $34,240 |
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 | $61,271 | $79,184-22.6% | $102,438-40.2% | $74,546-17.8% |
| Participation rate | 96.1% | 74.8%+21.3pp | 76.5%+19.6pp | 67.2%+28.9pp |
| Annual return | 11.97% | 54.95%-43.0pp | 29.37%-17.4pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $1,016 | $2,362-57.0% | $3,024-66.4% | $2,624-61.3% |
| Participant deferral / active EE | $4,012 | $4,414-9.1% | $5,054-20.6% | $4,347-7.7% |
| Admin fee / account holder | $270 | $2,001-86.5% | $9,448-97.1% | $1,944-86.1% |