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 10-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 INC7 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 1000 HARBOR BOULEVARD · MERCED, CA 95348 | Advisory (Participants) | $24,244 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 P. O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,450 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,324 | $62,146+35.7% | $81,438+3.5% | $74,546+13.1% |
| Participation rate | 84.0% | 64.1%+19.9pp | 69.5%+14.5pp | 67.2%+16.8pp |
| Annual return | 10.39% | 16.49%-6.1pp | 24.74%-14.4pp | 1366.03%-1355.6pp |
| Employer contribution / active EE | $2,052 | $1,883+9.0% | $2,460-16.6% | $2,624-21.8% |
| Participant deferral / active EE | $3,313 | $3,229+2.6% | $3,883-14.7% | $4,347-23.8% |
| Admin fee / account holder | $716 | $1,922-62.8% | $5,764-87.6% | $1,944-63.2% |