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: MML INVESTORS SERVICES LLC Service code 26 · EIN 04-1590850 | Advisory (Participants) | $11,310 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $534 |
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 | $37,214 | $59,186-37.1% | $76,768-51.5% | $56,287-33.9% |
| Participation rate | 72.3% | 75.2%-2.9pp | 77.0%-4.6pp | 69.9%+2.5pp |
| Annual return | -6.17% | 6.62%-12.8pp | 2.43%-8.6pp | -9.96%+3.8pp |
| Employer contribution / active EE | $904 | $1,759-48.6% | $2,485-63.6% | $2,111-57.2% |
| Participant deferral / active EE | $2,457 | $3,255-24.5% | $3,852-36.2% | $3,350-26.7% |
| Admin fee / account holder | $317 | $489-35.2% | $6,675-95.3% | $521-39.2% |