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 | $47,578 |
MMA SECURITIES LLC5 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $25,131 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,869 | $47,126-45.1% | $149,673-82.7% | $74,419-65.2% |
| Participation rate | 98.8% | 63.4%+35.4pp | 78.8%+20.0pp | 70.7%+28.1pp |
| Annual return | 16.05% | 22.75%-6.7pp | 134.42%-118.4pp | 34.38%-18.3pp |
| Employer contribution / active EE | $1,420 | $1,905-25.5% | $4,818-70.5% | $2,637-46.2% |
| Participant deferral / active EE | $2,317 | $2,728-15.1% | $5,680-59.2% | $4,528-48.8% |
| Admin fee / account holder | $138 | $343-59.8% | $13,210-99.0% | $348-60.4% |