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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,011 | $81,357-84.0% | $75,972-82.9% | $199,593-93.5% |
| Participation rate | 86.4% | 69.9%+16.5pp | 69.1%+17.3pp | 72.0%+14.4pp |
| Annual return | 19.26% | 16.32%+2.9pp | 359.55%-340.3pp | 34.25%-15.0pp |
| Employer contribution / active EE | $424 | $3,341-87.3% | $2,685-84.2% | $3,034-86.0% |
| Participant deferral / active EE | $2,131 | $4,710-54.7% | $4,255-49.9% | $5,087-58.1% |
| Admin fee / account holder | $73 | $144-49.7% | $6,467-98.9% | $269-72.9% |