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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $59,305 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $25,709 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,168 | $78,419-5.4% | $133,956-44.6% | $73,409+1.0% |
| Participation rate | 98.2% | 78.6%+19.6pp | 79.8%+18.3pp | 72.2%+26.0pp |
| Annual return | 26.81% | 33.35%-6.5pp | 45.09%-18.3pp | 59.29%-32.5pp |
| Employer contribution / active EE | $1,003 | $2,044-50.9% | $3,919-74.4% | $2,234-55.1% |
| Participant deferral / active EE | $3,315 | $3,925-15.5% | $5,048-34.3% | $3,805-12.9% |
| Admin fee / account holder | $287 | $161+78.0% | $8,927-96.8% | $158+81.9% |