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 BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $95,119 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $30,745 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,197 | $71,142-6.9% | $119,609-44.7% | $64,808+2.1% |
| Participation rate | 99.3% | 78.6%+20.6pp | 79.3%+20.0pp | 71.5%+27.8pp |
| Annual return | -20.17% | -10.01%-10.2pp | -14.97%-5.2pp | 32.82%-53.0pp |
| Employer contribution / active EE | $1,210 | $2,497-51.5% | $4,232-71.4% | $2,506-51.7% |
| Participant deferral / active EE | $4,148 | $4,490-7.6% | $5,602-26.0% | $4,310-3.8% |
| Admin fee / account holder | $420 | $162+158.8% | $10,323-95.9% | $188+123.4% |