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 Service code 26 | Advisory (Participants) | $22,434 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $6,634 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,829 | $86,944-26.6% | $107,525-40.6% | $74,304-14.1% |
| Participation rate | 72.8% | 59.6%+13.2pp | 75.1%-2.3pp | 60.3%+12.4pp |
| Annual return | 12.92% | 23.52%-10.6pp | 181.32%-168.4pp | 29.43%-16.5pp |
| Employer contribution / active EE | $1,773 | $2,757-35.7% | $3,754-52.8% | $2,241-20.9% |
| Participant deferral / active EE | $4,085 | $3,554+14.9% | $5,116-20.2% | $3,767+8.4% |
| Admin fee / account holder | $474 | $3,727-87.3% | $8,919-94.7% | $2,969-84.0% |