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 | $207 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $0 |
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 | $28,214 | $63,299-55.4% | $91,001-69.0% | $62,292-54.7% |
| Participation rate | 81.6% | 73.3%+8.3pp | 75.6%+6.0pp | 69.5%+12.1pp |
| Annual return | 23.04% | 20.99%+2.1pp | 4.60%+18.4pp | 28.90%-5.9pp |
| Employer contribution / active EE | $2,187 | $1,807+21.1% | $2,456-10.9% | $2,042+7.1% |
| Participant deferral / active EE | $4,363 | $2,943+48.3% | $3,547+23.0% | $3,169+37.7% |
| Admin fee / account holder | $124 | $468-73.4% | $5,417-97.7% | $479-74.1% |