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 BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $60,390 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $34,153 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,212 | $86,225-2.3% | $146,665-42.6% | $86,799-3.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 80.1%+19.9pp | 72.3%+27.7pp |
| Annual return | 14.25% | 31.23%-17.0pp | 22.74%-8.5pp | 97.91%-83.7pp |
| Employer contribution / active EE | $1,119 | $2,392-53.2% | $4,136-72.9% | $2,405-53.5% |
| Participant deferral / active EE | $4,072 | $4,245-4.1% | $5,506-26.0% | $4,131-1.4% |
| Admin fee / account holder | $324 | $195+65.8% | $10,280-96.9% | $170+91.0% |