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 9-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 LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,164 |
UBS FINANCIAL SERVICES INC2 years Service code 26 · EIN 13-2638166 1000 HARBOR BOULEVARD · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $0 |
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 | $64,367 | $86,225-25.3% | $146,665-56.1% | $86,799-25.8% |
| Participation rate | 74.3% | 78.0%-3.7pp | 80.1%-5.8pp | 72.3%+2.0pp |
| Annual return | 15.28% | 31.23%-15.9pp | 22.74%-7.5pp | 97.91%-82.6pp |
| Employer contribution / active EE | $946 | $2,392-60.5% | $4,136-77.1% | $2,405-60.7% |
| Participant deferral / active EE | $3,260 | $4,245-23.2% | $5,506-40.8% | $4,131-21.1% |
| Admin fee / account holder | $259 | $195+32.7% | $10,280-97.5% | $170+52.9% |