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 | $82,972-84.3% | $103,374-87.4% | $77,671-83.2% |
| Participation rate | 77.1% | 71.5%+5.6pp | 74.5%+2.6pp | 70.6%+6.5pp |
| Annual return | 23.33% | 19.14%+4.2pp | 24.89%-1.6pp | 31.21%-7.9pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $3,869-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,070 | $4,108-49.6% | $5,058-59.1% | $4,648-55.5% |
| Admin fee / account holder | $121 | $639-81.1% | $8,394-98.6% | $430-71.9% |