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 RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $49,265 |
Filed as: M HOLDINGS SECURITIES, INC Service code 27 · EIN 91-1802259 | Advisory (Plan) | $21,210 |
FREEDMAN & GOLDBERG, CPA'S PC6+ years Service code 10 · EIN 38-2622626 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,374 | $52,293+80.5% | $178,490-47.1% | $73,409+28.6% |
| Participation rate | 54.0% | 65.3%-11.3pp | 81.9%-27.9pp | 72.2%-18.2pp |
| Annual return | 17.66% | 34.75%-17.1pp | 151.07%-133.4pp | 59.29%-41.6pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,573 | $2,332+53.2% | $5,202-31.3% | $3,805-6.1% |
| Admin fee / account holder | $468 | $127+267.4% | $13,984-96.7% | $158+196.3% |