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 Service code 15 · EIN 01-0233346 | Recordkeeping | $23,159 |
MMA SECURITIES LLC6 years Filed as: MMA SECURITIES Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $15,565 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,895 | $101,317-62.6% | $146,958-74.2% | $74,495-49.1% |
| Participation rate | 66.2% | 75.5%-9.4pp | 82.2%-16.0pp | 67.2%-1.0pp |
| Annual return | 16.40% | 8730.91%-8714.5pp | 418.34%-401.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $548 | $3,810-85.6% | $4,933-88.9% | $2,623-79.1% |
| Participant deferral / active EE | $4,705 | $7,303-35.6% | $8,070-41.7% | $4,346+8.3% |
| Admin fee / account holder | $207 | $1,739-88.1% | $12,998-98.4% | $1,942-89.3% |