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 | $50,476 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $24,262 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,994 | $46,292-48.2% | $143,757-83.3% | $64,808-63.0% |
| Participation rate | 99.7% | 64.2%+35.5pp | 80.3%+19.4pp | 71.5%+28.3pp |
| Annual return | -14.96% | -10.05%-4.9pp | -0.04%-14.9pp | 32.82%-47.8pp |
| Employer contribution / active EE | $1,435 | $1,910-24.8% | $4,951-71.0% | $2,506-42.7% |
| Participant deferral / active EE | $2,183 | $2,646-17.5% | $5,637-61.3% | $4,310-49.4% |
| Admin fee / account holder | $152 | $154-1.4% | $14,673-99.0% | $188-19.3% |