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 7-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: CANNON FINANCIAL STRATEGISTS Service code 26 · EIN 58-2608124 | Advisory (Participants) | $6,065 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,975 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,747 | $38,365-77.2% | $84,611-89.7% | $65,185-86.6% |
| Participation rate | 79.0% | 55.7%+23.3pp | 68.2%+10.8pp | 70.2%+8.8pp |
| Annual return | 25.24% | 32.00%-6.8pp | 258.74%-233.5pp | 29.38%-4.1pp |
| Employer contribution / active EE | $803 | $1,258-36.2% | $2,652-69.7% | $2,177-63.1% |
| Participant deferral / active EE | $1,111 | $2,278-51.2% | $3,899-71.5% | $3,514-68.4% |
| Admin fee / account holder | $135 | $451-70.1% | $4,912-97.2% | $847-84.0% |