See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $3,719 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $2,421 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,540 | $87,870+16.7% | $113,168-9.4% | $74,304+38.0% |
| Participation rate | 87.3% | 70.7%+16.6pp | 76.6%+10.8pp | 60.3%+27.0pp |
| Annual return | 16.79% | 26.44%-9.7pp | 24.27%-7.5pp | 29.43%-12.6pp |
| Employer contribution / active EE | $3,521 | $2,277+54.6% | $2,975+18.3% | $2,241+57.1% |
| Participant deferral / active EE | $5,402 | $4,241+27.4% | $5,107+5.8% | $3,767+43.4% |
| Admin fee / account holder | $244 | $3,368-92.8% | $12,068-98.0% | $2,969-91.8% |