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) | $22,000 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $900 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 14 PO BOX 24926 · NEW YORK, NY 100874926 | Plan Administrator | $720 |
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 | $38,251 | $62,127-38.4% | $81,382-53.0% | $74,495-48.7% |
| Participation rate | 54.9% | 64.0%-9.1pp | 69.5%-14.6pp | 67.2%-12.3pp |
| Annual return | 11.34% | 16.48%-5.1pp | 24.73%-13.4pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,241 | $1,882-34.1% | $2,463-49.6% | $2,623-52.7% |
| Participant deferral / active EE | $2,648 | $3,229-18.0% | $3,883-31.8% | $4,346-39.1% |
| Admin fee / account holder | $298 | $1,934-84.6% | $5,768-94.8% | $1,942-84.7% |