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: UBS FINANCIAL SERVICES, INC Service code 26 · EIN 13-2638166 1000 HARBOR BOULEVARD · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $16,199 |
Filed as: JOHN HANCOCK, USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $530 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,402 | $26,549-57.1% | $61,373-81.4% | $66,914-83.0% |
| Participation rate | 90.8% | 38.1%+52.7pp | 52.6%+38.2pp | 69.8%+21.0pp |
| Annual return | -13.03% | -16.21%+3.2pp | 338.61%-351.6pp | 1.58%-14.6pp |
| Employer contribution / active EE | $1,314 | $651+101.7% | $1,159+13.3% | $2,544-48.4% |
| Participant deferral / active EE | $1,780 | $1,338+33.0% | $2,125-16.2% | $4,237-58.0% |
| Admin fee / account holder | $147 | $409-64.1% | $2,130-93.1% | $593-75.3% |