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 |
|---|---|---|
GRAY, GRAY & GRAY4 years Service code 10 · EIN 04-2088368 | Accounting | $26,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $20,576 |
MMA SECURITIES LLC6 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,567 | $130,194-22.0% | $169,993-40.3% | $71,457+42.1% |
| Participation rate | 98.4% | 86.1%+12.3pp | 87.0%+11.4pp | 67.9%+30.5pp |
| Annual return | 21.92% | 20.37%+1.6pp | 53.37%-31.5pp | 28.85%-6.9pp |
| Employer contribution / active EE | $1,221 | $4,381-72.1% | $6,785-82.0% | $2,588-52.8% |
| Participant deferral / active EE | $8,499 | $6,923+22.8% | $10,408-18.3% | $4,289+98.2% |
| Admin fee / account holder | $328 | $966-66.0% | $12,815-97.4% | $1,587-79.3% |