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 WEALTH ADVISORS2 years Filed as: CAMBRIDGE WEALTH ADVISORS LLC Service code 27 · EIN 27-0397626 | Advisory (Plan) | $79,228 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $22,988 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,579 | $136,307-62.9% | $177,821-71.6% | $73,488-31.2% |
| Participation rate | 94.5% | 86.1%+8.4pp | 87.7%+6.8pp | 70.7%+23.8pp |
| Annual return | 13.90% | 18.68%-4.8pp | 48.32%-34.4pp | 28.51%-14.6pp |
| Employer contribution / active EE | $2,802 | $3,712-24.5% | $5,918-52.7% | $2,270+23.4% |
| Participant deferral / active EE | $6,956 | $5,829+19.3% | $7,714-9.8% | $3,740+86.0% |
| Admin fee / account holder | $428 | $596-28.2% | $12,427-96.6% | $513-16.6% |