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 | $44,978 |
M HOLDINGS SECURITIES INC3 years Filed as: M HOLDINGS SECURITIES, INC Service code 27 · EIN 91-1802259 | Advisory (Plan) | $27,572 |
FREEDMAN & GOLDBERG, CPA'S PC8+ years Service code 10 · EIN 38-2622626 | Accounting | $11,500 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,225 | $46,292+88.4% | $143,757-39.3% | $64,808+34.6% |
| Participation rate | 53.7% | 64.2%-10.5pp | 80.3%-26.6pp | 71.5%-17.7pp |
| Annual return | -19.65% | -10.05%-9.6pp | -0.04%-19.6pp | 32.82%-52.5pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,550 | $2,646+72.0% | $5,637-19.3% | $4,310+5.6% |
| Admin fee / account holder | $406 | $154+164.1% | $14,673-97.2% | $188+116.2% |