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 Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $26,265 |
M HOLDINGS SECURITIES INC3 years Filed as: M HOLDINGS SECURITIES, INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $12,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,099 | $30,588+21.3% | $53,898-31.2% | $85,563-56.6% |
| Participation rate | 16.9% | 26.3%-9.5pp | 55.0%-38.1pp | 66.0%-49.1pp |
| Annual return | 11.25% | 50.42%-39.2pp | 528.60%-517.4pp | 31.51%-20.3pp |
| Employer contribution / active EE | $198 | $436-54.6% | $932-78.7% | $2,654-92.5% |
| Participant deferral / active EE | $432 | $848-49.0% | $1,826-76.3% | $4,375-90.1% |
| Admin fee / account holder | $181 | $1,879-90.4% | $2,491-92.7% | $834-78.3% |