Filed October 1, 2025
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 | $27,158 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $24,248 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,575 | $50,815-33.9% | $155,509-78.4% | $77,643-56.8% |
| Participation rate | 45.8% | 63.1%-17.3pp | 78.2%-32.4pp | 70.6%-24.8pp |
| Annual return | 14.56% | 34.80%-20.2pp | 64.67%-50.1pp | 31.24%-16.7pp |
| Employer contribution / active EE | $917 | $1,993-54.0% | $4,672-80.4% | $2,726-66.3% |
| Participant deferral / active EE | $1,035 | $2,822-63.3% | $5,626-81.6% | $4,647-77.7% |
| Admin fee / account holder | $152 | $437-65.3% | $15,912-99.0% | $430-64.7% |