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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $176,191 |
DOEREN MAYHEW2 years Filed as: DOEREN MAYHEW ASSURANCE Service code 57 · EIN 38-2492570 305 WEST BIG BEAVER ROAD · TROY, MI 48084 | Redemption fees | $24,596 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $15,852 |
Service code 26 · EIN 42-1445429 | Advisory (Participants) | $14,531 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $12,376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,793 | $44,897-22.5% | $84,966-59.1% | $199,593-82.6% |
| Participation rate | 42.7% | 45.7%-3.1pp | 67.5%-24.8pp | 72.0%-29.3pp |
| Annual return | 8.50% | 20.96%-12.5pp | 66.38%-57.9pp | 34.25%-25.8pp |
| Employer contribution / active EE | $858 | $1,365-37.2% | $2,727-68.5% | $3,034-71.7% |
| Participant deferral / active EE | $2,472 | $2,668-7.3% | $4,519-45.3% | $5,087-51.4% |
| Admin fee / account holder | $228 | $584-60.9% | $6,149-96.3% | $269-15.1% |