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 Service code 13 | Contract Administrator | $12,584 |
Service code 13 | Contract Administrator | $8,020 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 | Advisory (Plan) | $7,684 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $792 |
ALLIED CONSULTANTS, INC1 year Filed as: ALLIED CONSULTANTS, INC. Service code 15 · EIN 95-4171622 | Recordkeeping | $692 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,015 | $82,978-15.6% | $129,995-46.1% | $71,457-2.0% |
| Participation rate | 99.1% | 74.1%+25.0pp | 78.5%+20.6pp | 67.9%+31.2pp |
| Annual return | 18.71% | 20.60%-1.9pp | -137.18%+155.9pp | 28.85%-10.1pp |
| Employer contribution / active EE | $3,934 | $2,622+50.1% | $4,320-8.9% | $2,588+52.0% |
| Participant deferral / active EE | $6,360 | $4,432+43.5% | $5,820+9.3% | $4,289+48.3% |
| Admin fee / account holder | $196 | $1,729-88.6% | $10,614-98.1% | $1,587-87.6% |