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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $15,434 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $891 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,842 | $64,119-64.4% | $112,228-79.6% | $66,914-65.9% |
| Participation rate | 56.4% | 68.5%-12.1pp | 75.1%-18.7pp | 69.8%-13.4pp |
| Annual return | -19.17% | -13.81%-5.4pp | 27.45%-46.6pp | 1.58%-20.8pp |
| Employer contribution / active EE | $1,396 | $3,005-53.5% | $3,635-61.6% | $2,544-45.1% |
| Participant deferral / active EE | $2,417 | $3,693-34.6% | $4,728-48.9% | $4,237-43.0% |
| Admin fee / account holder | $231 | $625-63.1% | $6,410-96.4% | $593-61.1% |