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 | Recordkeeping | $71,468 |
UBS FINANCIAL SERVICES INC5 years Service code 26 · EIN 13-2638166 1000 HARBOR BOULEVARD · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $48,362 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,897 | $89,436-24.1% | $164,813-58.8% | $77,643-12.6% |
| Participation rate | 78.8% | 78.6%+0.2pp | 78.6%+0.2pp | 70.6%+8.2pp |
| Annual return | 15.86% | 28.83%-13.0pp | 69.93%-54.1pp | 31.24%-15.4pp |
| Employer contribution / active EE | $1,265 | $2,569-50.8% | $4,341-70.9% | $2,726-53.6% |
| Participant deferral / active EE | $3,807 | $4,897-22.3% | $6,031-36.9% | $4,647-18.1% |
| Admin fee / account holder | $238 | $339-30.0% | $12,690-98.1% | $430-44.8% |