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) | $55,890 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $8,357 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 14 PO BOX 24926 · NEW YORK, NY 100874926 | Plan Administrator | $7,370 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,437 | $50,815-28.3% | $155,509-76.6% | $77,643-53.1% |
| Participation rate | 93.3% | 63.1%+30.2pp | 78.2%+15.1pp | 70.6%+22.7pp |
| Annual return | 15.54% | 34.80%-19.3pp | 64.67%-49.1pp | 31.24%-15.7pp |
| Employer contribution / active EE | $1,946 | $1,993-2.4% | $4,672-58.4% | $2,726-28.6% |
| Participant deferral / active EE | $3,469 | $2,822+22.9% | $5,626-38.3% | $4,647-25.4% |
| Admin fee / account holder | $354 | $437-18.9% | $15,912-97.8% | $430-17.7% |