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 | $279,248 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $88,213 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $30,975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,921 | $110,299-7.6% | $102,423-0.5% | $199,593-48.9% |
| Participation rate | 99.2% | 86.3%+12.9pp | 76.5%+22.7pp | 72.0%+27.2pp |
| Annual return | 13.72% | 35.73%-22.0pp | 29.32%-15.6pp | 34.25%-20.5pp |
| Employer contribution / active EE | $5,032 | $3,603+39.6% | $3,023+66.4% | $3,034+65.8% |
| Participant deferral / active EE | $7,547 | $6,376+18.4% | $5,053+49.4% | $5,087+48.4% |
| Admin fee / account holder | $254 | $122+108.0% | $9,451-97.3% | $269-5.4% |