See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-2969572 | Advisory (Plan) | $130,484 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $84,155 |
CAMBRIDGE WEALTH ADVISORS4 years Filed as: CAMBRIDGE WEALTH ADVISORS, LLC Service code 27 75 14TH STREET, NE SUITE 2400 · ALTANTA, GA 30309 | Advisory (Plan) | $56,237 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,010 | $88,770-49.3% | $109,143-58.8% | $93,030-51.6% |
| Participation rate | 98.0% | 81.5%+16.5pp | 75.9%+22.1pp | 73.9%+24.1pp |
| Annual return | 19.77% | 60.64%-40.9pp | 25.75%-6.0pp | 158.70%-138.9pp |
| Employer contribution / active EE | $2,292 | $3,780-39.4% | $3,722-38.4% | $2,706-15.3% |
| Participant deferral / active EE | $4,050 | $3,630+11.6% | $4,653-13.0% | $4,562-11.2% |
| Admin fee / account holder | $195 | $172+13.3% | $6,752-97.1% | $152+28.7% |