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 9-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 LIFE INSURANCE CO Service code 15 · EIN 80-0709115 | Recordkeeping | $31,703 |
Filed as: MML INVESTORS SERVICES Service code 26 · EIN 04-1590850 | Advisory (Participants) | $19,663 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,336 | $47,126-59.0% | $149,673-87.1% | $74,419-74.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 19.83% | 22.75%-2.9pp | 134.42%-114.6pp | 34.38%-14.6pp |
| Employer contribution / active EE | $1,810 | $1,905-5.0% | $4,818-62.4% | $2,637-31.4% |
| Participant deferral / active EE | $3,405 | $2,728+24.8% | $5,680-40.1% | $4,528-24.8% |
| Admin fee / account holder | $108 | $343-68.6% | $13,210-99.2% | $348-69.0% |