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: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 11-3658445 105 WEST VIEW ROAD 5TH FL · COLCHESTER, VT 05446 | Advisory (Participants) | $28,696 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVS Service code 15 · EIN 01-0233346 PO BOX 940 · NORWOOD, MA 02062 | Recordkeeping | $6,827 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,560 | $101,317-13.6% | $146,958-40.4% | $74,495+17.5% |
| Participation rate | 81.1% | 75.5%+5.6pp | 82.2%-1.0pp | 67.2%+13.9pp |
| Annual return | 16.45% | 8730.91%-8714.5pp | 418.34%-401.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $4,054 | $3,810+6.4% | $4,933-17.8% | $2,623+54.6% |
| Participant deferral / active EE | $8,518 | $7,303+16.6% | $8,070+5.5% | $4,346+96.0% |
| Admin fee / account holder | $379 | $1,739-78.2% | $12,998-97.1% | $1,942-80.5% |