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 BARNEY3+ years Filed as: MORGAN STANLEY DOMESTIC Service code 26 · EIN 20-8764829 1300 THAMES ST STE 400 · BALTIMORE, MD 21231 | Advisory (Participants) | $67,483 |
Filed as: JOHN HANCOCK LIFE INS CO. USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,780 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $132,453 | $92,055+43.9% | $106,213+24.7% | $77,643+70.6% |
| Participation rate | 98.6% | 81.0%+17.5pp | 75.3%+23.3pp | 70.6%+28.0pp |
| Annual return | 16.04% | 17.91%-1.9pp | 116.14%-100.1pp | 31.24%-15.2pp |
| Employer contribution / active EE | $6,089 | $3,367+80.8% | $3,171+92.0% | $2,726+123.4% |
| Participant deferral / active EE | $10,342 | $5,386+92.0% | $5,016+106.2% | $4,647+122.5% |
| Admin fee / account holder | $302 | $219+37.9% | $11,033-97.3% | $430-29.8% |