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 |
|---|---|---|
Filed as: MORGAN STANLEY INS SVCS INC Service code 26 | Advisory (Participants) | $58,339 |
Service code 37 | Loan Processing | $31,498 |
JOHNSON BANK2 years Filed as: JOHNSON O'CONNOR FERON CARUCCI LLP Service code 17 101 EDGEWATER DRIVE SUITE 210 · WAKEFIELD, MA 01880 | Pension Consulting | $6,274 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,720 | $168,082+17.6% | $150,045+31.8% | - |
| Participation rate | 90.9% | 71.4%+19.5pp | 82.3%+8.6pp | - |
| Annual return | 11.31% | 24.81%-13.5pp | 62.55%-51.2pp | - |
| Employer contribution / active EE | $5,150 | $3,603+42.9% | $4,693+9.7% | - |
| Participant deferral / active EE | $18,570 | $7,053+163.3% | $7,997+132.2% | - |
| Admin fee / account holder | $739 | $7,866-90.6% | $13,435-94.5% | - |