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 LLC2+ years Filed as: MMC SECURITIES CORP Service code 17 PO BOX 28405 · NEW YORK, NY 100878405 | Pension Consulting | $45,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $20,321 |
KAF FINANCIAL ADVISORS2+ years Service code 10 10 FORBES ROAD · BRAINTREE, MA 02184 | Accounting | $11,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $87,150 | $54,392+60.2% | $84,750+2.8% | $63,975+36.2% |
| Participation rate | 68.4% | 76.9%-8.5pp | 76.6%-8.2pp | 71.1%-2.8pp |
| Annual return | 10.48% | 611.38%-600.9pp | 22.78%-12.3pp | 48.65%-38.2pp |
| Employer contribution / active EE | $1,544 | $2,943-47.5% | $3,574-56.8% | $2,182-29.2% |
| Participant deferral / active EE | $4,503 | $2,593+73.7% | $3,712+21.3% | $3,356+34.2% |
| Admin fee / account holder | $82 | $136-39.3% | $5,332-98.5% | $70+17.0% |