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 Service code 15 · EIN 01-0233346 | Recordkeeping | $55,189 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $24,977 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,672 | $56,485-52.8% | $185,823-85.6% | $86,799-69.3% |
| Participation rate | 99.5% | 65.5%+34.0pp | 81.7%+17.8pp | 72.3%+27.2pp |
| Annual return | 17.40% | 118.04%-100.6pp | 122.05%-104.6pp | 97.91%-80.5pp |
| Employer contribution / active EE | $1,204 | $1,843-34.6% | $5,167-76.7% | $2,405-49.9% |
| Participant deferral / active EE | $1,900 | $2,553-25.6% | $5,568-65.9% | $4,131-54.0% |
| Admin fee / account holder | $163 | $150+8.7% | $16,237-99.0% | $170-4.1% |