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 |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: PENSION CONSULTANTS, INC. Service code 12 · EIN 06-1504963 | Claims processing | $66,573 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $11,558 |
LPL FINANCIAL2+ years Filed as: WADDELL & REED, INC. Service code 71 1 CONSTITUTION PLAZA, 8TH FL · HARTFORD, CT 06106 | Brokerage Fees | $0 |
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 | $44,583 | $30,599+45.7% | $74,583-40.2% | $57,658-22.7% |
| Participation rate | 100.0% | 49.1%+50.9pp | 68.1%+31.9pp | 70.2%+29.8pp |
| Annual return | 7.20% | 14.24%-7.0pp | 20.47%-13.3pp | 5.13%+2.1pp |
| Employer contribution / active EE | $3,142 | $1,000+214.2% | $2,525+24.4% | $1,974+59.2% |
| Participant deferral / active EE | $2,451 | $1,805+35.8% | $3,458-29.1% | $3,061-19.9% |
| Admin fee / account holder | $117 | $98+19.8% | $4,138-97.2% | $95+24.2% |