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 & GRAY6 years Service code 10 · EIN 04-2088368 | Accounting | $46,400 |
MMA SECURITIES LLC8 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $25,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $20,125 |
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 | $124,710 | $148,978-16.3% | $200,582-37.8% | $84,808+47.1% |
| Participation rate | 98.0% | 84.2%+13.7pp | 86.9%+11.1pp | 68.3%+29.6pp |
| Annual return | 13.79% | 28.16%-14.4pp | 42.33%-28.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,437 | $7,142+46.1% | $9,331+11.9% | $4,212+147.8% |
| Admin fee / account holder | $587 | $13,977-95.8% | $16,305-96.4% | $7,344-92.0% |