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 8-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 | $191,637 |
MMA SECURITIES LLC2 years Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $65,000 |
FRAZIER & DEETER, LLC3 years Service code 10 1230 PEACHTREE ST NE · ATLANTA, GA 30309 | Accounting | $37,500 |
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 | $96,651 | $53,136+81.9% | $155,509-37.8% | $199,593-51.6% |
| Participation rate | 53.7% | 64.1%-10.4pp | 78.2%-24.5pp | 72.0%-18.3pp |
| Annual return | 20.16% | 41.15%-21.0pp | 64.67%-44.5pp | 34.25%-14.1pp |
| Employer contribution / active EE | $1,756 | $1,851-5.1% | $4,672-62.4% | $3,034-42.1% |
| Participant deferral / active EE | $3,588 | $3,161+13.5% | $5,626-36.2% | $5,087-29.5% |
| Admin fee / account holder | $116 | $185-37.2% | $15,912-99.3% | $269-56.7% |