Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,511 | $45,343-37.1% | $150,298-81.0% | $67,986-58.1% |
| Participation rate | 93.7% | 51.9%+41.8pp | 77.8%+15.9pp | 57.2%+36.5pp |
| Annual return | 17.83% | 33.28%-15.4pp | 62.79%-45.0pp | 31.67%-13.8pp |
| Employer contribution / active EE | $1,550 | $1,462+6.0% | $4,154-62.7% | $2,019-23.2% |
| Participant deferral / active EE | $5,980 | $2,055+191.0% | $5,453+9.7% | $3,358+78.1% |
| Admin fee / account holder | $198 | $2,250-91.2% | $14,116-98.6% | $3,203-93.8% |