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 | $70,299 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $24,867 |
MALONEY & NOVOTNY LLC1 year Filed as: MALONEY + NOVOTNY LLC Service code 10 · EIN 34-0677006 | Accounting | $6,750 |
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 | $108,545 | $84,936+27.8% | $111,297-2.5% | $79,386+36.7% |
| Participation rate | 85.3% | 75.9%+9.4pp | 77.3%+8.0pp | 70.7%+14.6pp |
| Annual return | 16.98% | 17.45%-0.5pp | 54.65%-37.7pp | 116.85%-99.9pp |
| Employer contribution / active EE | $1,158 | $1,979-41.5% | $2,731-57.6% | $2,427-52.3% |
| Participant deferral / active EE | $4,572 | $3,888+17.6% | $4,487+1.9% | $4,046+13.0% |
| Admin fee / account holder | $1,196 | $537+122.6% | $7,964-85.0% | $626+90.9% |