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 INSURANCE SERVICES I Service code 55 | Other Commissions | $2,141 |
Filed as: JOHN HANCOCK LIFE INS. CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,168 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $40 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25 |
Filed as: MORGAN STANLEY INS SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
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 | $66,250 | $59,417+11.5% | $93,606-29.2% | $74,495-11.1% |
| Participation rate | 89.1% | 59.7%+29.5pp | 68.7%+20.4pp | 67.2%+21.9pp |
| Annual return | 16.90% | 81.83%-64.9pp | 133.20%-116.3pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $329 | $1,264-74.0% | $2,420-86.4% | $2,623-87.5% |
| Participant deferral / active EE | $1,692 | $3,050-44.5% | $4,411-61.6% | $4,346-61.1% |
| Admin fee / account holder | $346 | $3,021-88.5% | $8,285-95.8% | $1,942-82.2% |