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 4-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 15 · EIN 01-0233346 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $29,950 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 ONE FAWCETT PLACE 3RD FLOOR · GREENWICH CT, CT 06830 | Advisory (Plan) | $9,413 |
FITZSIMMONS ABRAMS, LLP2 years Service code 10 · EIN 13-2858927 7600 JERICHO TPKE STE 200 · WOODBURY, NY 11797 | Accounting | $8,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,032 | $83,369-74.8% | $105,223-80.0% | $67,986-69.1% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 11.87% | 24.64%-12.8pp | 180.65%-168.8pp | 31.67%-19.8pp |
| Employer contribution / active EE | $1,276 | $2,541-49.8% | $3,689-65.4% | $2,019-36.8% |
| Participant deferral / active EE | $1,145 | $3,295-65.2% | $5,072-77.4% | $3,358-65.9% |
| Admin fee / account holder | $505 | $4,073-87.6% | $8,859-94.3% | $3,203-84.2% |