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 | $86,944-75.8% | $107,525-80.4% | $74,304-71.7% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 11.87% | 23.52%-11.6pp | 181.32%-169.4pp | 29.43%-17.6pp |
| Employer contribution / active EE | $1,276 | $2,757-53.7% | $3,754-66.0% | $2,241-43.1% |
| Participant deferral / active EE | $1,145 | $3,554-67.8% | $5,116-77.6% | $3,767-69.6% |
| Admin fee / account holder | $505 | $3,727-86.4% | $8,919-94.3% | $2,969-83.0% |