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 | $218,049 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES LL Service code 27 · EIN 22-3570392 | Advisory (Plan) | $50,000 |
CARON & BLETZER, PLLC4 years Filed as: CARON & BLETZER Service code 10 1 LIBRARY LN · KINGSTON, NH 03848 | Accounting | $18,800 |
PRUDENTIAL RETIREMENT INSURANCE AND11+ years Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,814 | $145,877+23.3% | $150,045+19.8% | $102,872+74.8% |
| Participation rate | 86.0% | 79.8%+6.2pp | 82.3%+3.7pp | 73.0%+13.0pp |
| Annual return | 18.92% | 21.37%-2.5pp | 62.55%-43.6pp | 19.06%-0.1pp |
| Employer contribution / active EE | $2,419 | $4,710-48.6% | $4,693-48.4% | $3,526-31.4% |
| Participant deferral / active EE | $11,092 | $9,491+16.9% | $7,997+38.7% | $5,535+100.4% |
| Admin fee / account holder | $113 | $176-36.0% | $13,435-99.2% | $292-61.5% |