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 | $20,422 |
MMA SECURITIES LLC7 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,000 |
GRAY, GRAY & GRAY5 years Service code 10 · EIN 04-2088368 | Accounting | $6,631 |
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 | $106,759 | $122,239-12.7% | $184,203-42.0% | $74,495+43.3% |
| Participation rate | 98.4% | 85.5%+13.0pp | 86.8%+11.6pp | 67.2%+31.2pp |
| Annual return | 12.67% | 19.95%-7.3pp | 28.81%-16.1pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $423 | $4,537-90.7% | $6,427-93.4% | $2,623-83.9% |
| Participant deferral / active EE | $8,252 | $7,139+15.6% | $9,131-9.6% | $4,346+89.9% |
| Admin fee / account holder | $246 | $1,260-80.4% | $13,901-98.2% | $1,942-87.3% |