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 |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MARSH MCLENNAN SECURITIES Service code 26 · EIN 22-3590392 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Participants) | $31,412 |
SAN DIEGO PENSION CONSULTANTS6+ years Service code 17 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Pension Consulting | $10,584 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $858 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,132 | $79,519-43.2% | $95,952-53.0% | $73,409-38.5% |
| Participation rate | 98.3% | 81.2%+17.1pp | 77.1%+21.2pp | 72.2%+26.1pp |
| Annual return | 22.86% | 19.20%+3.7pp | 91.61%-68.8pp | 59.29%-36.4pp |
| Employer contribution / active EE | $2,308 | $2,048+12.7% | $2,541-9.2% | $2,234+3.3% |
| Participant deferral / active EE | $7,165 | $4,138+73.1% | $4,167+71.9% | $3,805+88.3% |
| Admin fee / account holder | $184 | $1840% | $6,795-97.3% | $158+16.8% |