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 BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $74,822 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $32,579 |
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 | $73,574 | $91,372-19.5% | $129,995-43.4% | $74,419-1.1% |
| Participation rate | 99.3% | 77.8%+21.5pp | 78.5%+20.8pp | 70.7%+28.6pp |
| Annual return | 22.17% | 23.21%-1.0pp | -137.18%+159.3pp | 34.38%-12.2pp |
| Employer contribution / active EE | $1,315 | $2,563-48.7% | $4,320-69.5% | $2,637-50.1% |
| Participant deferral / active EE | $4,159 | $4,721-11.9% | $5,820-28.5% | $4,528-8.2% |
| Admin fee / account holder | $469 | $283+65.7% | $10,614-95.6% | $348+35.0% |