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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $248,156 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $85,409 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $33,810 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,042 | $104,697-13.0% | $96,544-5.7% | $80,160+13.6% |
| Participation rate | 98.7% | 86.4%+12.4pp | 76.0%+22.8pp | 72.9%+25.8pp |
| Annual return | 16.68% | 21.78%-5.1pp | 25.84%-9.2pp | 40.38%-23.7pp |
| Employer contribution / active EE | $4,428 | $3,536+25.2% | $2,965+49.4% | $2,978+48.7% |
| Participant deferral / active EE | $6,239 | $6,188+0.8% | $4,851+28.6% | $5,017+24.3% |
| Admin fee / account holder | $238 | $107+122.8% | $8,252-97.1% | $145+64.1% |