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) | $37,176 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,752 |
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 | $135,586 | $87,870+54.3% | $113,168+19.8% | $74,304+82.5% |
| Participation rate | 90.3% | 70.7%+19.6pp | 76.6%+13.8pp | 60.3%+30.0pp |
| Annual return | 14.44% | 26.44%-12.0pp | 24.27%-9.8pp | 29.43%-15.0pp |
| Employer contribution / active EE | $731 | $2,277-67.9% | $2,975-75.4% | $2,241-67.4% |
| Participant deferral / active EE | $2,904 | $4,241-31.5% | $5,107-43.1% | $3,767-22.9% |
| Admin fee / account holder | $547 | $3,368-83.7% | $12,068-95.5% | $2,969-81.6% |