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: CWM, LLC Service code 27 · EIN 27-4011107 | Advisory (Plan) | $9,343 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $7,581 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,096 | $76,050-74.9% | $96,544-80.2% | $71,457-73.3% |
| Participation rate | 85.5% | 74.4%+11.0pp | 76.0%+9.5pp | 67.9%+17.5pp |
| Annual return | 15.69% | 22.81%-7.1pp | 25.84%-10.1pp | 28.85%-13.2pp |
| Employer contribution / active EE | $824 | $2,244-63.3% | $2,965-72.2% | $2,588-68.2% |
| Participant deferral / active EE | $2,422 | $4,215-42.5% | $4,851-50.1% | $4,289-43.5% |
| Admin fee / account holder | $145 | $2,707-94.7% | $8,252-98.2% | $1,587-90.9% |