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 | $7,445 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $7,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,614 | $65,557-65.5% | $64,056-64.7% | $71,457-68.4% |
| Participation rate | 51.1% | 73.2%-22.1pp | 72.3%-21.2pp | 67.9%-16.8pp |
| Annual return | 20.87% | 18.94%+1.9pp | 33.69%-12.8pp | 28.85%-8.0pp |
| Employer contribution / active EE | $887 | $2,669-66.8% | $2,747-67.7% | $2,588-65.7% |
| Participant deferral / active EE | $2,059 | $3,626-43.2% | $3,880-46.9% | $4,289-52.0% |
| Admin fee / account holder | $103 | $616-83.2% | $3,068-96.6% | $1,587-93.5% |