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 MGT Service code 26 · EIN 75-3204798 | Advisory (Participants) | $44,402 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $3,437 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,598 | $47,126-45.7% | $149,673-82.9% | $74,419-65.6% |
| Participation rate | 89.4% | 63.4%+26.0pp | 78.8%+10.6pp | 70.7%+18.7pp |
| Annual return | 19.29% | 22.75%-3.5pp | 134.42%-115.1pp | 34.38%-15.1pp |
| Employer contribution / active EE | $2,581 | $1,905+35.4% | $4,818-46.4% | $2,637-2.2% |
| Participant deferral / active EE | $3,021 | $2,728+10.8% | $5,680-46.8% | $4,528-33.3% |
| Admin fee / account holder | $201 | $343-41.5% | $13,210-98.5% | $348-42.3% |