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 RESEARCH6+ years Service code 27 56 EAST BURLINGTON AVENUE · FAIRFIELD, VT 52556 | Advisory (Plan) | $28,960 |
Service code 17 2 EXECUTIVE PARK DRIVE, SUITE 100 · BEDFORD, NH 03110 | Pension Consulting | $3,275 |
Filed as: JOHN HANCOCK LIFE INS. CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $754 |
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 | $56,772 | $81,474-30.3% | $133,956-57.6% | $73,488-22.7% |
| Participation rate | 94.5% | 76.4%+18.2pp | 79.8%+14.7pp | 70.7%+23.8pp |
| Annual return | 17.03% | 19.40%-2.4pp | 45.09%-28.1pp | 28.51%-11.5pp |
| Employer contribution / active EE | $2,553 | $2,209+15.6% | $3,919-34.8% | $2,270+12.5% |
| Participant deferral / active EE | $6,471 | $3,786+70.9% | $5,048+28.2% | $3,740+73.0% |
| Admin fee / account holder | $221 | $713-69.0% | $8,927-97.5% | $513-56.9% |