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 |
|---|---|---|
KERBERROSE WEALTH MANAGEMENT2 years Service code 26 · EIN 30-0793896 | Advisory (Participants) | $22,924 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $6,487 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,711 | $30,086-37.8% | $61,373-69.5% | $64,808-71.1% |
| Participation rate | 94.5% | 36.4%+58.1pp | 52.6%+41.9pp | 71.5%+23.0pp |
| Annual return | -17.60% | -13.99%-3.6pp | 338.61%-356.2pp | 32.82%-50.4pp |
| Employer contribution / active EE | $1,555 | $536+190.0% | $1,159+34.1% | $2,506-38.0% |
| Participant deferral / active EE | $1,081 | $1,126-4.0% | $2,125-49.1% | $4,310-74.9% |
| Admin fee / account holder | $136 | $148-8.1% | $2,130-93.6% | $188-27.5% |