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) | $5,214 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $775 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,132 | $39,948-77.1% | $89,391-89.8% | $73,409-87.6% |
| Participation rate | 71.0% | 50.4%+20.6pp | 68.0%+3.0pp | 72.2%-1.1pp |
| Annual return | 17.82% | 50.12%-32.3pp | 245.62%-227.8pp | 59.29%-41.5pp |
| Employer contribution / active EE | $847 | $1,200-29.4% | $2,586-67.3% | $2,234-62.1% |
| Participant deferral / active EE | $1,126 | $2,193-48.6% | $3,890-71.1% | $3,805-70.4% |
| Admin fee / account holder | $76 | $134-43.2% | $4,881-98.4% | $158-51.7% |