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 1000 HARBOR BOULEVARD · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $16,930 |
Filed as: JOHN HANCOCK, USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $534 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,837 | $27,839-43.1% | $58,482-72.9% | $71,457-77.8% |
| Participation rate | 90.8% | 34.5%+56.3pp | 50.9%+40.0pp | 67.9%+22.9pp |
| Annual return | 13.05% | 26.81%-13.8pp | 4239.32%-4226.3pp | 28.85%-15.8pp |
| Employer contribution / active EE | $1,368 | $631+116.9% | $1,053+29.9% | $2,588-47.1% |
| Participant deferral / active EE | $1,763 | $1,206+46.2% | $1,924-8.3% | $4,289-58.9% |
| Admin fee / account holder | $171 | $1,641-89.6% | $2,516-93.2% | $1,587-89.3% |