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 | $27,447 |
Filed as: MML INVESTORS SERVICES Service code 26 · EIN 04-1590850 | Advisory (Participants) | $23,867 |
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 | $20,677 | $50,815-59.3% | $155,509-86.7% | $77,643-73.4% |
| Participation rate | 95.9% | 63.1%+32.8pp | 78.2%+17.7pp | 70.6%+25.3pp |
| Annual return | 17.55% | 34.80%-17.3pp | 64.67%-47.1pp | 31.24%-13.7pp |
| Employer contribution / active EE | $1,886 | $1,993-5.3% | $4,672-59.6% | $2,726-30.8% |
| Participant deferral / active EE | $3,390 | $2,822+20.1% | $5,626-39.8% | $4,647-27.1% |
| Admin fee / account holder | $100 | $437-77.1% | $15,912-99.4% | $430-76.8% |