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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $50,496 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 2000 WESTCHESTER AVE. · PURCHASE, NY 10577 | Advisory (Plan) | $3,368 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,036 | $87,870-10.1% | $113,168-30.2% | $74,304+6.4% |
| Participation rate | 91.9% | 70.7%+21.1pp | 76.6%+15.3pp | 60.3%+31.5pp |
| Annual return | 17.09% | 26.44%-9.4pp | 24.27%-7.2pp | 29.43%-12.3pp |
| Employer contribution / active EE | $2,740 | $2,277+20.3% | $2,975-7.9% | $2,241+22.3% |
| Participant deferral / active EE | $5,165 | $4,241+21.8% | $5,107+1.1% | $3,767+37.1% |
| Admin fee / account holder | $431 | $3,368-87.2% | $12,068-96.4% | $2,969-85.5% |