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 INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 70 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Consulting Fees | $20,585 |
Filed as: JOHN HANCOCK LIFE INS Service code 15 · EIN 01-0233346 | Recordkeeping | $170 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,299 | $75,183-11.8% | $123,892-46.5% | $55,167+20.2% |
| Participation rate | 81.9% | 72.8%+9.1pp | 81.4%+0.5pp | 69.0%+12.9pp |
| Annual return | 8.24% | 19.01%-10.8pp | 47.52%-39.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,279 | $2,823-54.7% | $4,617-72.3% | $1,963-34.8% |
| Participant deferral / active EE | $4,656 | $5,084-8.4% | $5,984-22.2% | $3,054+52.5% |
| Admin fee / account holder | $75 | $663-88.7% | $8,357-99.1% | $504-85.1% |