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 | $45,781 |
M HOLDINGS SECURITIES INC4 years Filed as: M HOLDINGS SECURITIES, INC Service code 27 · EIN 91-1802259 | Advisory (Plan) | $29,014 |
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 | $107,533 | $47,126+128.2% | $149,673-28.2% | $74,419+44.5% |
| Participation rate | 53.6% | 63.4%-9.8pp | 78.8%-25.2pp | 70.7%-17.2pp |
| Annual return | 20.82% | 22.75%-1.9pp | 134.42%-113.6pp | 34.38%-13.6pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,801 | $2,728+76.0% | $5,680-15.5% | $4,528+6.0% |
| Admin fee / account holder | $386 | $343+12.5% | $13,210-97.1% | $348+10.8% |