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 7-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 RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $651,683 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $72,500 |
MILLER KAPLAN ARASE LLP6 years Service code 10 · EIN 95-2036255 | Accounting | $27,200 |
Service code 29 · EIN 95-4047729 | Legal | $25,224 |
OPERATING ENGINEERS FUNDS, INC.7+ years Service code 14 · EIN 95-2694167 | Plan Administrator | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,238 | $140,769-81.4% | $107,525-75.6% | $140,769-81.4% |
| Participation rate | 81.8% | 74.2%+7.6pp | 75.1%+6.7pp | 74.2%+7.6pp |
| Annual return | 10.20% | 16.82%-6.6pp | 181.32%-171.1pp | 16.82%-6.6pp |
| Employer contribution / active EE | $5,331 | $3,906+36.5% | $3,754+42.0% | $3,906+36.5% |
| Participant deferral / active EE | $0 | $6,717-100.0% | $5,116-100.0% | $6,717-100.0% |
| Admin fee / account holder | $40 | $229-82.4% | $8,919-99.5% | $229-82.4% |