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 MANAGEMENT4 years Service code 26 · EIN 30-0793896 | Advisory (Participants) | $25,401 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $8,188 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,767 | $29,548-16.2% | $56,411-56.1% | $77,643-68.1% |
| Participation rate | 87.1% | 32.7%+54.4pp | 52.5%+34.6pp | 70.6%+16.5pp |
| Annual return | 22.11% | 19.01%+3.1pp | 1701.33%-1679.2pp | 31.24%-9.1pp |
| Employer contribution / active EE | $1,444 | $568+154.4% | $1,039+39.0% | $2,726-47.0% |
| Participant deferral / active EE | $1,046 | $1,061-1.4% | $1,952-46.4% | $4,647-77.5% |
| Admin fee / account holder | $136 | $1,046-87.0% | $2,829-95.2% | $430-68.5% |