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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $39,933 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $20,997 |
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 | $107,418 | $86,929+23.6% | $102,423+4.9% | $80,856+32.9% |
| Participation rate | 77.5% | 72.4%+5.1pp | 76.5%+1.0pp | 67.6%+9.8pp |
| Annual return | 45.05% | 18.88%+26.2pp | 29.32%+15.7pp | 35.59%+9.5pp |
| Employer contribution / active EE | $1,126 | $2,369-52.5% | $3,023-62.8% | $2,755-59.1% |
| Participant deferral / active EE | $4,493 | $4,118+9.1% | $5,053-11.1% | $4,296+4.6% |
| Admin fee / account holder | $398 | $8,049-95.1% | $9,451-95.8% | $6,918-94.2% |