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 Service code 15 · EIN 01-0233346 | Recordkeeping | $366,199 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $85,360 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $19,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,741 | $185,342-45.1% | $111,297-8.6% | $86,799+17.2% |
| Participation rate | 99.7% | 81.0%+18.7pp | 77.3%+22.4pp | 72.3%+27.4pp |
| Annual return | 15.27% | 500.80%-485.5pp | 54.65%-39.4pp | 97.91%-82.6pp |
| Employer contribution / active EE | $4,129 | $2,246+83.8% | $2,731+51.2% | $2,405+71.6% |
| Participant deferral / active EE | $6,058 | $4,458+35.9% | $4,487+35.0% | $4,131+46.6% |
| Admin fee / account holder | $327 | $255+27.9% | $7,964-95.9% | $170+92.7% |