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 | $41,982 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $20,050 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $14,475 |
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 | $92,720 | $73,638+25.9% | $95,952-3.4% | $73,488+26.2% |
| Participation rate | 83.5% | 76.2%+7.3pp | 77.1%+6.4pp | 70.7%+12.8pp |
| Annual return | 16.76% | 16.78%0pp | 91.61%-74.9pp | 28.51%-11.8pp |
| Employer contribution / active EE | $744 | $1,863-60.1% | $2,541-70.7% | $2,270-67.2% |
| Participant deferral / active EE | $4,314 | $3,617+19.3% | $4,167+3.5% | $3,740+15.4% |
| Admin fee / account holder | $1,076 | $482+123.1% | $6,795-84.2% | $513+109.7% |