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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY DOMESTIC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $106,625 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $43,353 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,816 | $107,459-68.5% | $135,903-75.1% | $80,160-57.8% |
| Participation rate | 60.8% | 78.0%-17.3pp | 81.9%-21.1pp | 72.9%-12.2pp |
| Annual return | 29.12% | 91.91%-62.8pp | 68.23%-39.1pp | 40.38%-11.3pp |
| Employer contribution / active EE | $1,083 | $3,877-72.1% | $4,856-77.7% | $2,978-63.6% |
| Participant deferral / active EE | $3,671 | $8,195-55.2% | $7,758-52.7% | $5,017-26.8% |
| Admin fee / account holder | $156 | $127+23.0% | $10,762-98.5% | $145+7.7% |