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 MAN Service code 26 · EIN 75-3204798 | Advisory (Participants) | $31,770 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,410 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,739 | $76,050+45.6% | $96,544+14.7% | $71,457+55.0% |
| Participation rate | 97.7% | 74.4%+23.3pp | 76.0%+21.8pp | 67.9%+29.8pp |
| Annual return | 16.47% | 22.81%-6.3pp | 25.84%-9.4pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,294 | $2,244-42.3% | $2,965-56.4% | $2,588-50.0% |
| Participant deferral / active EE | $2,751 | $4,215-34.7% | $4,851-43.3% | $4,289-35.9% |
| Admin fee / account holder | $413 | $2,707-84.8% | $8,252-95.0% | $1,587-74.0% |