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 | $43,820 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $14,381 |
QUALITY PLUS SERVICES1 year Service code 49 · EIN 54-1759242 | Other Services | $6,781 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,011 | $82,917-84.3% | $103,333-87.4% | $77,643-83.2% |
| Participation rate | 77.1% | 71.6%+5.6pp | 74.5%+2.6pp | 70.6%+6.6pp |
| Annual return | 23.33% | 19.13%+4.2pp | 24.88%-1.5pp | 31.24%-7.9pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,868-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,070 | $4,108-49.6% | $5,057-59.1% | $4,647-55.5% |
| Admin fee / account holder | $121 | $638-81.0% | $8,355-98.6% | $430-71.9% |