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 49 · EIN 01-0233346 | Other Services | $47,604 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 1300 THAMES STREET WHARF, 4TH FLOOR · BALTIMORE, MD 21233 | Advisory (Plan) | $25,886 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,368 | $65,908-37.2% | $81,812-49.4% | $77,643-46.7% |
| Participation rate | 61.1% | 65.8%-4.7pp | 72.3%-11.3pp | 70.6%-9.5pp |
| Annual return | 11.11% | 26.64%-15.5pp | 773.79%-762.7pp | 31.24%-20.1pp |
| Employer contribution / active EE | $1,331 | $2,370-43.9% | $2,912-54.3% | $2,726-51.2% |
| Participant deferral / active EE | $1,217 | $3,505-65.3% | $4,319-71.8% | $4,647-73.8% |
| Admin fee / account holder | $228 | $526-56.6% | $7,386-96.9% | $430-47.0% |