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 Service code 15 · EIN 01-0233346 | Recordkeeping | $23,809 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Advisory (Plan) | $18,239 |
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 | $52,566 | $43,133+21.9% | $89,391-41.2% | $73,488-28.5% |
| Participation rate | 92.0% | 55.0%+37.0pp | 68.0%+24.0pp | 70.7%+21.3pp |
| Annual return | 15.01% | 135.66%-120.6pp | 245.62%-230.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,682 | $1,438+17.0% | $2,586-34.9% | $2,270-25.9% |
| Participant deferral / active EE | $2,331 | $2,445-4.6% | $3,890-40.1% | $3,740-37.7% |
| Admin fee / account holder | $167 | $444-62.4% | $4,881-96.6% | $513-67.4% |