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 Service code 28 · EIN 26-4310632 | Investment Management | $19,790 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,054 | $65,435+164.5% | $86,677+99.7% | $66,914+158.6% |
| Participation rate | 45.4% | 75.5%-30.1pp | 76.6%-31.2pp | 69.8%-24.4pp |
| Annual return | -12.87% | -10.89%-2.0pp | 35.91%-48.8pp | 1.58%-14.5pp |
| Employer contribution / active EE | $1,742 | $2,153-19.1% | $2,836-38.6% | $2,544-31.5% |
| Participant deferral / active EE | $3,251 | $4,100-20.7% | $4,656-30.2% | $4,237-23.3% |
| Admin fee / account holder | $276 | $642-57.1% | $7,493-96.3% | $593-53.6% |