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 | $53,453 |
MMA SECURITIES LLC6 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $28,430 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,294 | $50,815-46.3% | $155,509-82.4% | $77,643-64.8% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 10.73% | 34.80%-24.1pp | 64.67%-53.9pp | 31.24%-20.5pp |
| Employer contribution / active EE | $1,515 | $1,993-24.0% | $4,672-67.6% | $2,726-44.4% |
| Participant deferral / active EE | $2,695 | $2,822-4.5% | $5,626-52.1% | $4,647-42.0% |
| Admin fee / account holder | $152 | $437-65.3% | $15,912-99.0% | $430-64.8% |