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 10-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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH4+ years Service code 27 P.O. BOX 820 · BRATTLEBORO, VT 053020820 | Advisory (Plan) | $26,624 |
Service code 17 2 EXECUTIVE PARK DRIVE, SUITE 100 · BEDFORD, NH 03110 | Pension Consulting | $5,353 |
Filed as: JOHN HANCOCK LIFE INS. CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $846 |
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 | $38,680 | $66,302-41.7% | $110,238-64.9% | $56,287-31.3% |
| Participation rate | 91.5% | 74.9%+16.6pp | 79.8%+11.7pp | 69.9%+21.7pp |
| Annual return | -5.86% | -1.18%-4.7pp | 314.74%-320.6pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,070 | $2,047-47.8% | $3,826-72.0% | $2,111-49.3% |
| Participant deferral / active EE | $5,502 | $3,381+62.7% | $4,672+17.8% | $3,350+64.3% |
| Admin fee / account holder | $126 | $698-81.9% | $8,547-98.5% | $521-75.7% |