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: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $19,078 |
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 | $60,788 | $98,982-38.6% | $162,163-62.5% | $65,185-6.7% |
| Participation rate | 91.0% | 85.8%+5.2pp | 87.6%+3.5pp | 70.2%+20.8pp |
| Annual return | 28.16% | 24.84%+3.3pp | 115.59%-87.4pp | 29.38%-1.2pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,614-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,733 | $5,384+25.0% | $7,298-7.7% | $3,514+91.6% |
| Admin fee / account holder | $178 | $596-70.2% | $10,843-98.4% | $847-79.0% |