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 MANAGEMENT5 years Service code 26 · EIN 30-0793896 | Advisory (Participants) | $28,464 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $7,872 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,038 | $30,588-11.6% | $53,898-49.8% | $85,563-68.4% |
| Participation rate | 88.4% | 26.3%+62.1pp | 55.0%+33.4pp | 66.0%+22.4pp |
| Annual return | 10.73% | 50.42%-39.7pp | 528.60%-517.9pp | 31.51%-20.8pp |
| Employer contribution / active EE | $1,488 | $436+241.3% | $932+59.7% | $2,654-43.9% |
| Participant deferral / active EE | $1,130 | $848+33.3% | $1,826-38.1% | $4,375-74.2% |
| Admin fee / account holder | $146 | $1,879-92.3% | $2,491-94.2% | $834-82.6% |