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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $65,756 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY, THE WILSHINSKY GRP Service code 27 ONE PENN PLAZA · NEW YORK, NY 10119 | Advisory (Plan) | $56,541 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,049 | $82,202-35.5% | $125,339-57.7% | $64,808-18.1% |
| Participation rate | 84.2% | 77.9%+6.3pp | 82.4%+1.8pp | 71.5%+12.7pp |
| Annual return | -22.73% | 3.48%-26.2pp | 572.05%-594.8pp | 32.82%-55.5pp |
| Employer contribution / active EE | $1,688 | $3,615-53.3% | $4,814-64.9% | $2,506-32.6% |
| Participant deferral / active EE | $7,656 | $7,175+6.7% | $7,446+2.8% | $4,310+77.6% |
| Admin fee / account holder | $207 | $163+26.5% | $10,010-97.9% | $188+10.0% |