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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $25,940 |
GRAY, GRAY & GRAY3 years Service code 10 · EIN 04-2088368 | Accounting | $24,500 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,158 | $102,553-23.8% | $151,611-48.4% | $66,914+16.8% |
| Participation rate | 98.2% | 85.5%+12.7pp | 87.5%+10.7pp | 69.8%+28.4pp |
| Annual return | -15.98% | -10.82%-5.2pp | 3.33%-19.3pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,224 | $4,180-70.7% | $6,166-80.1% | $2,544-51.9% |
| Participant deferral / active EE | $9,486 | $6,641+42.8% | $8,363+13.4% | $4,237+123.9% |
| Admin fee / account holder | $300 | $630-52.4% | $11,616-97.4% | $593-49.5% |