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 |
|---|---|---|
Service code 27 · EIN 20-2969572 | Advisory (Plan) | $106,088 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $82,436 |
CAMBRIDGE WEALTH ADVISORS5 years Filed as: CAMBRIDGE WEALTH ADVISORS, LLC Service code 27 75 14TH STREET, NE SUITE 2400 · ALTANTA, GA 30309 | Advisory (Plan) | $56,755 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,404 | $76,774-48.7% | $112,228-64.9% | $77,904-49.4% |
| Participation rate | 98.2% | 80.2%+18.0pp | 75.1%+23.1pp | 73.7%+24.5pp |
| Annual return | -15.27% | -10.25%-5.0pp | 27.45%-42.7pp | 12.21%-27.5pp |
| Employer contribution / active EE | $2,363 | $3,977-40.6% | $3,635-35.0% | $2,848-17.0% |
| Participant deferral / active EE | $4,428 | $3,778+17.2% | $4,728-6.3% | $4,806-7.9% |
| Admin fee / account holder | $176 | $239-26.3% | $6,410-97.3% | $133+32.8% |