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 15 · EIN 01-0233346 | Recordkeeping | $228,769 |
UBS FINANCIAL SERVICES INC4 years Filed as: USB FINANCIAL SERVICES, INC. Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $52,751 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $16,660 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $148,858 | $72,254+106.0% | $86,677+71.7% | $64,808+129.7% |
| Participation rate | 99.1% | 80.4%+18.7pp | 76.6%+22.6pp | 71.5%+27.7pp |
| Annual return | -14.49% | 392.42%-406.9pp | 35.91%-50.4pp | 32.82%-47.3pp |
| Employer contribution / active EE | $3,875 | $2,393+61.9% | $2,836+36.6% | $2,506+54.6% |
| Participant deferral / active EE | $11,967 | $4,658+156.9% | $4,656+157.0% | $4,310+177.6% |
| Admin fee / account holder | $361 | $174+107.3% | $7,493-95.2% | $188+92.0% |