See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $226,609 |
UBS FINANCIAL SERVICES INC5 years Filed as: USB FINANCIAL SERVICES, INC. Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $50,949 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $17,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,888 | $99,078+58.3% | $96,544+62.5% | $74,419+110.8% |
| Participation rate | 99.5% | 80.7%+18.9pp | 76.0%+23.6pp | 70.7%+28.8pp |
| Annual return | 18.78% | 22.48%-3.7pp | 25.84%-7.1pp | 34.38%-15.6pp |
| Employer contribution / active EE | $4,074 | $2,570+58.5% | $2,965+37.4% | $2,637+54.5% |
| Participant deferral / active EE | $12,443 | $4,933+152.2% | $4,851+156.5% | $4,528+174.8% |
| Admin fee / account holder | $328 | $225+45.8% | $8,252-96.0% | $348-5.8% |