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 | $43,802 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $32,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,347 | $50,982-30.7% | $154,803-77.2% | $85,563-58.7% |
| Participation rate | 51.1% | 59.8%-8.7pp | 78.1%-27.0pp | 66.0%-14.8pp |
| Annual return | 5.51% | 30.35%-24.8pp | 58.88%-53.4pp | 31.51%-26.0pp |
| Employer contribution / active EE | $1,103 | $1,708-35.4% | $4,305-74.4% | $2,654-58.4% |
| Participant deferral / active EE | $1,258 | $2,474-49.2% | $5,540-77.3% | $4,375-71.3% |
| Admin fee / account holder | $203 | $846-76.0% | $14,329-98.6% | $834-75.6% |