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 INC3 years Filed as: UBS FINANCIAL SERVICES, INC Service code 26 · EIN 13-2638166 1000 HARBOR BOULEVARD · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $20,217 |
Filed as: JOHN HANCOCK, USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $612 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,455 | $34,934-52.9% | $56,411-70.8% | $74,495-77.9% |
| Participation rate | 94.1% | 32.8%+61.2pp | 52.5%+41.6pp | 67.2%+26.9pp |
| Annual return | 9.02% | 25.94%-16.9pp | 1701.33%-1692.3pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $1,550 | $609+154.5% | $1,039+49.2% | $2,623-40.9% |
| Participant deferral / active EE | $2,051 | $1,170+75.2% | $1,952+5.1% | $4,346-52.8% |
| Admin fee / account holder | $168 | $2,364-92.9% | $2,829-94.1% | $1,942-91.4% |