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 MANAGEMENT3 years Service code 26 · EIN 30-0793896 | Advisory (Participants) | $21,935 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $7,065 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,651 | $26,114-20.9% | $58,482-64.7% | $74,419-72.2% |
| Participation rate | 90.1% | 32.1%+58.0pp | 50.9%+39.2pp | 70.7%+19.3pp |
| Annual return | 11.97% | 32.51%-20.5pp | 4239.32%-4227.3pp | 34.38%-22.4pp |
| Employer contribution / active EE | $1,500 | $536+180.1% | $1,053+42.4% | $2,637-43.1% |
| Participant deferral / active EE | $994 | $1,075-7.5% | $1,924-48.3% | $4,528-78.0% |
| Admin fee / account holder | $119 | $649-81.7% | $2,516-95.3% | $348-65.8% |