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 | $80,170 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY, THE WILSHINSKY GRP Service code 27 ONE PENN PLAZA · NEW YORK, NY 10119 | Advisory (Plan) | $70,686 |
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 | $79,579 | $106,028-24.9% | $146,958-45.8% | $77,643+2.5% |
| Participation rate | 90.2% | 78.4%+11.9pp | 82.2%+8.1pp | 70.6%+19.7pp |
| Annual return | 15.34% | 56.73%-41.4pp | 418.34%-403.0pp | 31.24%-15.9pp |
| Employer contribution / active EE | $1,748 | $4,063-57.0% | $4,933-64.6% | $2,726-35.9% |
| Participant deferral / active EE | $8,010 | $7,990+0.3% | $8,070-0.7% | $4,647+72.4% |
| Admin fee / account holder | $275 | $337-18.4% | $12,998-97.9% | $430-36.0% |