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: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 · EIN 20-1665305 | Advisory (Plan) | $37,367 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $11,621 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $133,763 | $80,731+65.7% | $103,374+29.4% | $74,546+79.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 11.89% | 27.56%-15.7pp | 24.89%-13.0pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $2,110 | $3,158-33.2% | $3,869-45.5% | $2,624-19.6% |
| Participant deferral / active EE | $4,966 | $3,860+28.6% | $5,058-1.8% | $4,347+14.2% |
| Admin fee / account holder | $357 | $2,369-84.9% | $8,394-95.7% | $1,944-81.6% |