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 RETIREMENT PLAN SVCS Service code 15 · EIN 01-0234446 | Recordkeeping | $108,897 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES LLC Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $22,826 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,591 | $65,592-12.2% | $90,160-36.1% | $69,631-17.3% |
| Participation rate | 86.1% | 77.6%+8.4pp | 76.9%+9.2pp | 70.7%+15.4pp |
| Annual return | 13.78% | 57.10%-43.3pp | 34.88%-21.1pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $1,031 | $2,193-53.0% | $3,318-68.9% | $2,032-49.3% |
| Participant deferral / active EE | $6,552 | $5,257+24.6% | $5,288+23.9% | $3,224+103.2% |
| Admin fee / account holder | $68 | $86-20.7% | $5,943-98.9% | $110-38.5% |