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 |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Service code 26 · EIN 13-2638166 1000 HARBOR BOULEVARD · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $48,787 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,394 |
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 | $62,511 | $91,372-31.6% | $129,995-51.9% | $74,419-16.0% |
| Participation rate | 76.9% | 77.8%-0.9pp | 78.5%-1.6pp | 70.7%+6.2pp |
| Annual return | 19.89% | 23.21%-3.3pp | -137.18%+157.1pp | 34.38%-14.5pp |
| Employer contribution / active EE | $1,065 | $2,563-58.4% | $4,320-75.3% | $2,637-59.6% |
| Participant deferral / active EE | $3,925 | $4,721-16.9% | $5,820-32.6% | $4,528-13.3% |
| Admin fee / account holder | $237 | $283-16.4% | $10,614-97.8% | $348-31.9% |