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 9-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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $14,278 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $645 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $571 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,738 | $77,660-70.7% | $109,143-79.2% | $79,386-71.4% |
| Participation rate | 59.1% | 67.8%-8.7pp | 75.9%-16.8pp | 70.7%-11.6pp |
| Annual return | 14.93% | 23.44%-8.5pp | 25.75%-10.8pp | 116.85%-101.9pp |
| Employer contribution / active EE | $1,283 | $2,797-54.1% | $3,722-65.5% | $2,427-47.2% |
| Participant deferral / active EE | $2,433 | $3,518-30.8% | $4,653-47.7% | $4,046-39.9% |
| Admin fee / account holder | $206 | $732-71.8% | $6,752-96.9% | $626-67.1% |