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 |
|---|---|---|
MMA SECURITIES LLC1+ years Filed as: MMC SECURITIES CORP Service code 17 PO BOX 28405 · NEW YORK, NY 100878405 | Pension Consulting | $45,000 |
KAF FINANCIAL ADVISORS1+ years Service code 10 10 FORBES ROAD · BRAINTREE, MA 02184 | Accounting | $13,250 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $10,352 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $2,410 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,275 | $50,498+55.0% | $75,781+3.3% | $55,191+41.8% |
| Participation rate | 75.2% | 69.4%+5.8pp | 75.8%-0.6pp | 69.2%+6.0pp |
| Annual return | -1.75% | 1.80%-3.5pp | 9.68%-11.4pp | 10.78%-12.5pp |
| Employer contribution / active EE | $1,687 | $2,291-26.4% | $3,323-49.2% | $1,899-11.2% |
| Participant deferral / active EE | $4,926 | $2,589+90.3% | $3,651+34.9% | $3,046+61.7% |
| Admin fee / account holder | $78 | $123-36.6% | $5,299-98.5% | $91-14.0% |