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 9-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 |
|---|---|---|
IAM & AW1 year Filed as: IAM NATIONAL PENSION FUND Service code 15 · EIN 51-6031295 | Recordkeeping | $1,744,846 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $173,075 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $50,000 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 47-0900880 | Accounting | $22,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,799 | $138,331-84.2% | $86,677-74.9% | $89,394-75.6% |
| Participation rate | 67.8% | 88.9%-21.1pp | 76.6%-8.8pp | 71.3%-3.5pp |
| Annual return | -12.80% | -11.72%-1.1pp | 35.91%-48.7pp | -11.89%-0.9pp |
| Employer contribution / active EE | $522 | $4,812-89.1% | $2,836-81.6% | $3,022-82.7% |
| Participant deferral / active EE | $1,797 | $8,027-77.6% | $4,656-61.4% | $5,123-64.9% |
| Admin fee / account holder | $62 | $64-3.7% | $7,493-99.2% | $79-22.3% |