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 | $192,781 |
UBS FINANCIAL SERVICES INC6 years Filed as: USB FINANCIAL SERVICES, INC. Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $58,882 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $18,900 |
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 | $175,893 | $88,890+97.9% | $102,423+71.7% | $77,643+126.5% |
| Participation rate | 97.8% | 80.9%+16.9pp | 76.5%+21.3pp | 70.6%+27.2pp |
| Annual return | 16.41% | 24.98%-8.6pp | 29.32%-12.9pp | 31.24%-14.8pp |
| Employer contribution / active EE | $3,967 | $2,698+47.0% | $3,023+31.2% | $2,726+45.5% |
| Participant deferral / active EE | $12,604 | $5,145+145.0% | $5,053+149.4% | $4,647+171.2% |
| Admin fee / account holder | $290 | $235+23.3% | $9,451-96.9% | $430-32.6% |