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 RESEARCH5+ years Service code 27 P.O. BOX 820 · BRATTLEBORO, VT 053020820 | Advisory (Plan) | $27,067 |
Service code 17 2 EXECUTIVE PARK DRIVE, SUITE 100 · BEDFORD, NH 03110 | Pension Consulting | $3,575 |
Filed as: JOHN HANCOCK LIFE INS. CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $954 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,386 | $86,332-41.6% | $125,175-59.7% | $65,185-22.7% |
| Participation rate | 93.1% | 75.3%+17.8pp | 79.8%+13.3pp | 70.2%+22.9pp |
| Annual return | 21.59% | 27.43%-5.8pp | 43.79%-22.2pp | 29.38%-7.8pp |
| Employer contribution / active EE | $2,406 | $2,040+18.0% | $3,865-37.7% | $2,177+10.6% |
| Participant deferral / active EE | $6,183 | $3,537+74.8% | $4,937+25.2% | $3,514+76.0% |
| Admin fee / account holder | $135 | $609-77.8% | $9,702-98.6% | $847-84.0% |