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) | $53,452 |
Filed as: THE RETIREMENT PLAN COMPANY L Service code 14 PO BOX 306462 · NASHVILLE, TN 372306462 | Plan Administrator | $5,901 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $5,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,895 | $50,982-43.3% | $154,803-81.3% | $85,563-66.2% |
| Participation rate | 97.7% | 59.8%+37.9pp | 78.1%+19.7pp | 66.0%+31.8pp |
| Annual return | 17.17% | 30.35%-13.2pp | 58.88%-41.7pp | 31.51%-14.3pp |
| Employer contribution / active EE | $2,060 | $1,708+20.6% | $4,305-52.1% | $2,654-22.4% |
| Participant deferral / active EE | $3,076 | $2,474+24.3% | $5,540-44.5% | $4,375-29.7% |
| Admin fee / account holder | $200 | $846-76.4% | $14,329-98.6% | $834-76.1% |