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 DOMESTIC HOLDINGS Service code 26 · EIN 20-8764829 | Advisory (Participants) | $42,736 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 13-3646501 | Recordkeeping | $39,252 |
THE BENEFIT PRACTICE7 years Service code 50 · EIN 13-4144565 | Direct Payment | $10,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $36,520 | $95,274-61.7% | $135,903-73.1% | $74,419-50.9% |
| Participation rate | 61.3% | 78.2%-16.9pp | 81.9%-20.6pp | 70.7%-9.5pp |
| Annual return | 29.34% | 32.77%-3.4pp | 68.23%-38.9pp | 34.38%-5.0pp |
| Employer contribution / active EE | $250 | $3,874-93.5% | $4,856-94.9% | $2,637-90.5% |
| Participant deferral / active EE | $6,251 | $7,782-19.7% | $7,758-19.4% | $4,528+38.1% |
| Admin fee / account holder | $233 | $266-12.3% | $10,762-97.8% | $348-32.9% |