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 9-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 Service code 15 · EIN 01-0233346 | Recordkeeping | $22,234 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES, LLC Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $16,896 |
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 | $28,511 | $49,915-42.9% | $154,803-81.6% | $74,304-61.6% |
| Participation rate | 93.7% | 54.0%+39.7pp | 78.1%+15.6pp | 60.3%+33.3pp |
| Annual return | 17.83% | 34.06%-16.2pp | 58.88%-41.0pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,550 | $1,611-3.8% | $4,305-64.0% | $2,241-30.8% |
| Participant deferral / active EE | $5,980 | $2,255+165.2% | $5,540+7.9% | $3,767+58.7% |
| Admin fee / account holder | $198 | $2,189-91.0% | $14,329-98.6% | $2,969-93.3% |