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: MORGAN STANLEY Service code 26 · EIN 20-8764829 | Advisory (Participants) | $5,792 |
Filed as: JOHN HANCOCK LIFE INS. CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $595 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,376 | $59,186-53.7% | $76,768-64.3% | $56,287-51.4% |
| Participation rate | 74.7% | 75.2%-0.5pp | 77.0%-2.3pp | 69.9%+4.8pp |
| Annual return | -5.61% | 6.62%-12.2pp | 2.43%-8.0pp | -9.96%+4.4pp |
| Employer contribution / active EE | $302 | $1,759-82.8% | $2,485-87.8% | $2,111-85.7% |
| Participant deferral / active EE | $1,998 | $3,255-38.6% | $3,852-48.1% | $3,350-40.4% |
| Admin fee / account holder | $183 | $489-62.7% | $6,675-97.3% | $521-64.9% |