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 3-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 1300 THAMES ST STE 400 · BALTIMORE, MD 21231 | Advisory (Participants) | $56,425 |
Filed as: JOHN HANCOCK LIFE INS CO. USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,484 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,104 | $84,784+41.7% | $98,439+22.0% | $74,419+61.4% |
| Participation rate | 99.4% | 81.5%+17.9pp | 75.2%+24.2pp | 70.7%+28.7pp |
| Annual return | 19.70% | 20.59%-0.9pp | 21.16%-1.5pp | 34.38%-14.7pp |
| Employer contribution / active EE | $5,092 | $3,364+51.3% | $3,048+67.1% | $2,637+93.1% |
| Participant deferral / active EE | $8,670 | $5,218+66.2% | $4,738+83.0% | $4,528+91.5% |
| Admin fee / account holder | $237 | $204+16.1% | $8,948-97.3% | $348-31.8% |