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: FREEDMAN & GOLDBERG CPAS P.C. Service code 10 · EIN 38-2622626 | Accounting | $11,500 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $10,761 |
M HOLDINGS SECURITIES INC2 years Filed as: M HOLDINGS SECURITIES, INC Service code 27 · EIN 91-1802259 | Advisory (Plan) | $5,192 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,477 | $46,292-38.5% | $143,757-80.2% | $64,808-56.1% |
| Participation rate | 41.4% | 64.2%-22.8pp | 80.3%-38.9pp | 71.5%-30.0pp |
| Annual return | -17.07% | -10.05%-7.0pp | -0.04%-17.0pp | 32.82%-49.9pp |
| Employer contribution / active EE | $352 | $1,910-81.6% | $4,951-92.9% | $2,506-85.9% |
| Participant deferral / active EE | $1,048 | $2,646-60.4% | $5,637-81.4% | $4,310-75.7% |
| Admin fee / account holder | $231 | $154+50.0% | $14,673-98.4% | $188+22.8% |