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 | $473 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,276 | $58,083-47.9% | $80,019-62.2% | $56,287-46.2% |
| Participation rate | 81.5% | 73.6%+7.9pp | 75.8%+5.7pp | 69.9%+11.7pp |
| Annual return | -8.82% | 34.61%-43.4pp | 11.22%-20.0pp | -9.96%+1.1pp |
| Employer contribution / active EE | $2,332 | $1,932+20.7% | $2,468-5.5% | $2,111+10.5% |
| Participant deferral / active EE | $4,881 | $3,135+55.7% | $3,686+32.4% | $3,350+45.7% |
| Admin fee / account holder | $336 | $623-46.0% | $6,521-94.8% | $521-35.5% |