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: CORNERSTONE ADVISORS ASSET MGMNT Service code 26 · EIN 75-3204798 | Advisory (Participants) | $22,295 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,533 | $56,423-26.4% | $77,163-46.2% | $71,457-41.9% |
| Participation rate | 60.2% | 64.3%-4.1pp | 69.6%-9.4pp | 67.9%-7.7pp |
| Annual return | 14.14% | 19.05%-4.9pp | 37.87%-23.7pp | 28.85%-14.7pp |
| Employer contribution / active EE | $1,209 | $1,866-35.2% | $2,535-52.3% | $2,588-53.3% |
| Participant deferral / active EE | $2,420 | $3,142-23.0% | $3,833-36.9% | $4,289-43.6% |
| Admin fee / account holder | $285 | $1,429-80.1% | $5,472-94.8% | $1,587-82.1% |