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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $18,674 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,469 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $747 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,977 | $76,670-59.6% | $96,683-68.0% | $71,457-56.7% |
| Participation rate | 56.3% | 66.6%-10.3pp | 74.3%-18.1pp | 67.9%-11.6pp |
| Annual return | 19.73% | 48.29%-28.6pp | 35.69%-16.0pp | 28.85%-9.1pp |
| Employer contribution / active EE | $1,445 | $3,031-52.3% | $3,737-61.3% | $2,588-44.1% |
| Participant deferral / active EE | $2,559 | $3,771-32.2% | $4,878-47.5% | $4,289-40.3% |
| Admin fee / account holder | $277 | $2,028-86.3% | $6,730-95.9% | $1,587-82.5% |