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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADV. Service code 27 · EIN 20-1665305 1776 PLEASANT PLAN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $38,567 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $8,436 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,542 | $93,571-23.5% | $135,903-47.4% | $75,163-4.8% |
| Participation rate | 91.8% | 75.2%+16.6pp | 81.9%+9.8pp | 67.2%+24.6pp |
| Annual return | 20.27% | 30.90%-10.6pp | 68.23%-48.0pp | 160.62%-140.4pp |
| Employer contribution / active EE | $4,438 | $3,537+25.5% | $4,856-8.6% | $2,670+66.2% |
| Participant deferral / active EE | $8,270 | $6,404+29.1% | $7,758+6.6% | $4,125+100.5% |
| Admin fee / account holder | $229 | $6,975-96.7% | $10,762-97.9% | $5,651-95.9% |