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 | $9,773 |
Filed as: FREEDMAN & GOLDBERG CPAS P.C. Service code 10 · EIN 38-2622626 | Accounting | $5,942 |
M HOLDINGS SECURITIES INC3 years Filed as: M HOLDINGS SECURITIES, INC Service code 27 · EIN 91-1802259 | Advisory (Plan) | $5,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,476 | $61,272-47.0% | $149,673-78.3% | $71,457-54.6% |
| Participation rate | 50.5% | 62.5%-12.0pp | 78.8%-28.3pp | 67.9%-17.4pp |
| Annual return | 16.59% | 35.85%-19.3pp | 134.42%-117.8pp | 28.85%-12.3pp |
| Employer contribution / active EE | $439 | $2,378-81.5% | $4,818-90.9% | $2,588-83.0% |
| Participant deferral / active EE | $1,354 | $2,917-53.6% | $5,680-76.2% | $4,289-68.4% |
| Admin fee / account holder | $171 | $1,261-86.5% | $13,210-98.7% | $1,587-89.2% |