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, USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $28,393 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC Service code 26 · EIN 13-2638166 1000 HARBOR BOULEVARD · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $20,756 |
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 | $22,086 | $31,310-29.5% | $53,898-59.0% | $74,304-70.3% |
| Participation rate | 92.2% | 30.7%+61.6pp | 55.0%+37.3pp | 60.3%+31.9pp |
| Annual return | 11.36% | 23.16%-11.8pp | 528.60%-517.2pp | 29.43%-18.1pp |
| Employer contribution / active EE | $1,601 | $450+255.9% | $932+71.8% | $2,241-28.6% |
| Participant deferral / active EE | $2,033 | $934+117.6% | $1,826+11.3% | $3,767-46.0% |
| Admin fee / account holder | $206 | $2,175-90.5% | $2,491-91.7% | $2,969-93.1% |