Filed May 15, 2026
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 Service code 26 · EIN 13-2638166 1000 HARBOR BOULEVARD · WEEKHAWKEN, NJ 07086 | Advisory (Participants) | $78,978 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $5,858 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,066 | $71,666+21.5% | $117,854-26.1% | $69,631+25.0% |
| Participation rate | 93.4% | 77.5%+15.9pp | 79.7%+13.7pp | 70.7%+22.7pp |
| Annual return | 14.56% | 18.86%-4.3pp | 335.08%-320.5pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $3,259 | $1,889+72.5% | $3,786-13.9% | $2,032+60.4% |
| Participant deferral / active EE | $5,807 | $3,340+73.9% | $4,482+29.6% | $3,224+80.1% |
| Admin fee / account holder | $39 | $120-67.6% | $8,020-99.5% | $110-64.7% |