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 9-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 RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $4,310 |
Filed as: MORGAN STANLEY Service code 27 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,359 | $38,365-26.1% | $84,611-66.5% | $65,185-56.5% |
| Participation rate | 83.8% | 55.7%+28.2pp | 68.2%+15.6pp | 70.2%+13.6pp |
| Annual return | 18.20% | 32.00%-13.8pp | 258.74%-240.5pp | 29.38%-11.2pp |
| Employer contribution / active EE | $1,589 | $1,258+26.3% | $2,652-40.1% | $2,177-27.0% |
| Participant deferral / active EE | $1,405 | $2,278-38.3% | $3,899-64.0% | $3,514-60.0% |
| Admin fee / account holder | $15 | $451-96.7% | $4,912-99.7% | $847-98.3% |