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 Service code 26 · EIN 20-8764829 | Advisory (Participants) | $60,451 |
AE WEALTH MANAGEMENT LLC4 years Service code 26 · EIN 36-4824075 | Advisory (Participants) | $19,998 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $19,319 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,850 | $95,388-75.0% | $125,339-81.0% | $77,904-69.4% |
| Participation rate | 61.1% | 78.6%-17.5pp | 82.4%-21.3pp | 73.7%-12.6pp |
| Annual return | -10.86% | 116.19%-127.0pp | 572.05%-582.9pp | 12.21%-23.1pp |
| Employer contribution / active EE | $865 | $3,666-76.4% | $4,814-82.0% | $2,848-69.6% |
| Participant deferral / active EE | $3,049 | $7,711-60.5% | $7,446-59.1% | $4,806-36.6% |
| Admin fee / account holder | $108 | $119-9.1% | $10,010-98.9% | $133-18.4% |