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 3-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 BARNEY1+ years Filed as: MORGAN STANLEY DOMESTIC Service code 26 · EIN 20-8764829 1300 THAMES ST STE 400 · BALTIMORE, MD 21231 | Advisory (Participants) | $32,069 |
Filed as: JOHN HANCOCK LIFE INS CO. USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,352 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,786 | $81,908+14.5% | $90,749+3.3% | $64,808+44.7% |
| Participation rate | 99.4% | 80.5%+18.9pp | 75.7%+23.7pp | 71.5%+27.9pp |
| Annual return | -17.62% | -12.53%-5.1pp | -12.16%-5.5pp | 32.82%-50.4pp |
| Employer contribution / active EE | $4,782 | $3,065+56.0% | $2,921+63.7% | $2,506+90.8% |
| Participant deferral / active EE | $8,139 | $4,840+68.1% | $4,564+78.3% | $4,310+88.8% |
| Admin fee / account holder | $178 | $157+13.3% | $8,445-97.9% | $188-5.2% |