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 |
|---|---|---|
Filed as: JOHN HANCOCK INSURANCE COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $48 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,789 | $56,629-59.8% | $77,999-70.8% | $55,167-58.7% |
| Participation rate | 64.9% | 73.3%-8.4pp | 75.5%-10.6pp | 69.0%-4.1pp |
| Annual return | 16.30% | 2866.98%-2850.7pp | 425.96%-409.7pp | 169.23%-152.9pp |
| Employer contribution / active EE | $1,640 | $1,723-4.8% | $2,470-33.6% | $1,963-16.4% |
| Participant deferral / active EE | $3,093 | $2,777+11.4% | $3,497-11.6% | $3,054+1.3% |
| Admin fee / account holder | $1 | $467-99.8% | $5,480-100.0% | $504-99.8% |