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 FIANANCIAL Service code 22 1000 HARBOR BLVD · WEEHAWKEN, NJ 07086 | Insurance Broker | $10,128 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $304 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,558 | $69,977-39.2% | $108,579-60.8% | $62,891-32.3% |
| Participation rate | 80.5% | 72.9%+7.6pp | 79.6%+0.9pp | 69.3%+11.2pp |
| Annual return | 10.03% | 10.73%-0.7pp | -51.70%+61.7pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,140 | $2,135-46.6% | $3,758-69.7% | $2,281-50.0% |
| Participant deferral / active EE | $2,905 | $3,165-8.2% | $4,311-32.6% | $3,203-9.3% |
| Admin fee / account holder | $279 | $5,076-94.5% | $7,645-96.4% | $4,296-93.5% |