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 | $89,055 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $19,688 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $15,907 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,213 | $65,376+15.0% | $87,100-13.6% | $65,185+15.4% |
| Participation rate | 81.3% | 75.3%+5.9pp | 76.9%+4.4pp | 70.2%+11.1pp |
| Annual return | 22.48% | 31.27%-8.8pp | 28.19%-5.7pp | 29.38%-6.9pp |
| Employer contribution / active EE | $1,106 | $1,822-39.3% | $2,521-56.1% | $2,177-49.2% |
| Participant deferral / active EE | $3,910 | $3,388+15.4% | $4,049-3.4% | $3,514+11.3% |
| Admin fee / account holder | $738 | $520+41.9% | $7,497-90.2% | $847-12.9% |