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 | $43,693 |
M HOLDINGS SECURITIES INC2 years Filed as: M HOLDINGS SECURITIES, INC Service code 27 · EIN 91-1802259 | Advisory (Plan) | $27,533 |
FREEDMAN & GOLDBERG, CPA'S PC7+ years Service code 10 · EIN 38-2622626 | Accounting | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $107,163 | $56,485+89.7% | $185,823-42.3% | $86,799+23.5% |
| Participation rate | 52.9% | 65.5%-12.5pp | 81.7%-28.8pp | 72.3%-19.3pp |
| Annual return | 27.27% | 118.04%-90.8pp | 122.05%-94.8pp | 97.91%-70.6pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,879 | $2,553+51.9% | $5,568-30.3% | $4,131-6.1% |
| Admin fee / account holder | $413 | $150+176.2% | $16,237-97.5% | $170+143.7% |