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 SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $100,472 |
MMA SECURITIES LLC5+ years Filed as: MARSH & MCLENNAN AGENCY Service code 27 · EIN 06-1685865 | Advisory (Plan) | $25,000 |
STOWE & DEGON, LLC5+ years Filed as: STOWE & DEGON Service code 10 · EIN 04-3379904 | Accounting | $15,180 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,549 | $72,492+91.1% | $87,100+59.1% | $72,985+89.8% |
| Participation rate | 96.5% | 72.8%+23.7pp | 76.9%+19.6pp | 69.5%+27.0pp |
| Annual return | 21.19% | 24.46%-3.3pp | 28.19%-7.0pp | 81.00%-59.8pp |
| Employer contribution / active EE | $4,059 | $1,894+114.3% | $2,521+61.0% | $2,440+66.3% |
| Participant deferral / active EE | $13,838 | $3,270+323.2% | $4,049+241.8% | $3,607+283.6% |
| Admin fee / account holder | $401 | $5,055-92.1% | $7,497-94.7% | $5,124-92.2% |