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 LLC3 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 | $16,449 |
GRAY, GRAY & GRAY1 year Service code 10 · EIN 04-2088368 | Accounting | $7,596 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,183 | $111,608-39.8% | $177,821-62.2% | $73,409-8.5% |
| Participation rate | 95.3% | 87.9%+7.5pp | 87.7%+7.6pp | 72.2%+23.2pp |
| Annual return | 16.92% | 18.23%-1.3pp | 48.32%-31.4pp | 59.29%-42.4pp |
| Employer contribution / active EE | $1,354 | $3,796-64.3% | $5,918-77.1% | $2,234-39.4% |
| Participant deferral / active EE | $9,118 | $6,199+47.1% | $7,714+18.2% | $3,805+139.6% |
| Admin fee / account holder | $158 | $166-4.6% | $12,427-98.7% | $1580% |