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) | $22,249 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $11,033 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,730 | $101,317-18.3% | $146,958-43.7% | $74,495+11.1% |
| Participation rate | 87.1% | 75.5%+11.6pp | 82.2%+5.0pp | 67.2%+19.9pp |
| Annual return | 13.63% | 8730.91%-8717.3pp | 418.34%-404.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $3,792 | $3,810-0.5% | $4,933-23.1% | $2,623+44.6% |
| Participant deferral / active EE | $7,948 | $7,303+8.8% | $8,070-1.5% | $4,346+82.9% |
| Admin fee / account holder | $286 | $1,739-83.6% | $12,998-97.8% | $1,942-85.3% |