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 9-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 01-0233346 | Recordkeeping | $49,929 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $17,760 |
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 | $17,773 | $62,928-71.8% | $172,739-89.7% | $67,579-73.7% |
| Participation rate | 98.1% | 64.5%+33.6pp | 82.6%+15.5pp | 71.3%+26.8pp |
| Annual return | 20.25% | 30.36%-10.1pp | 802.84%-782.6pp | 378.56%-358.3pp |
| Employer contribution / active EE | $1,034 | $1,636-36.8% | $5,143-79.9% | $2,148-51.8% |
| Participant deferral / active EE | $1,439 | $2,145-32.9% | $5,198-72.3% | $3,539-59.3% |
| Admin fee / account holder | $139 | $167-16.5% | $13,954-99.0% | $142-2.3% |