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 |
|---|---|---|
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $31,235 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,147 | $73,404-39.9% | $87,100-49.3% | $67,579-34.7% |
| Participation rate | 64.4% | 80.9%-16.4pp | 76.9%-12.4pp | 71.3%-6.8pp |
| Annual return | 27.32% | 48.29%-21.0pp | 28.19%-0.9pp | 378.56%-351.2pp |
| Employer contribution / active EE | $599 | $2,014-70.3% | $2,521-76.2% | $2,148-72.1% |
| Participant deferral / active EE | $2,991 | $3,913-23.5% | $4,049-26.1% | $3,539-15.5% |
| Admin fee / account holder | $219 | $142+54.8% | $7,497-97.1% | $142+54.0% |