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 | $46,809 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $34,648 |
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 | $40,354 | $75,125-46.3% | $289,028-86.0% | $75,125-46.3% |
| Participation rate | 52.2% | 56.0%-3.8pp | 78.0%-25.7pp | 56.0%-3.8pp |
| Annual return | 14.45% | 14.51%-0.1pp | 243.94%-229.5pp | 14.51%-0.1pp |
| Employer contribution / active EE | $1,173 | $3,379-65.3% | $6,326-81.5% | $3,379-65.3% |
| Participant deferral / active EE | $1,386 | $2,962-53.2% | $4,804-71.2% | $2,962-53.2% |
| Admin fee / account holder | $221 | $1,235-82.1% | $14,050-98.4% | $1,235-82.1% |