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 10-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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $59,451 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310844 | Other Services | $7,000 |
Service code 10 · EIN 04-3728817 | Accounting | $5,200 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,999 | $41,281-34.6% | $109,313-75.3% | $57,658-53.2% |
| Participation rate | 80.1% | 59.3%+20.7pp | 71.3%+8.8pp | 70.2%+9.9pp |
| Annual return | 5.34% | 8.97%-3.6pp | 22.07%-16.7pp | 5.13%+0.2pp |
| Employer contribution / active EE | $2,448 | $1,201+103.8% | $3,892-37.1% | $1,974+24.0% |
| Participant deferral / active EE | $976 | $2,223-56.1% | $3,166-69.2% | $3,061-68.1% |
| Admin fee / account holder | $129 | $75+71.1% | $5,666-97.7% | $95+36.2% |