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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $70,977 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $45,223 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,197 | $185,342-64.8% | $111,297-41.4% | $86,799-24.9% |
| Participation rate | 58.6% | 81.0%-22.3pp | 77.3%-18.7pp | 72.3%-13.6pp |
| Annual return | 13.18% | 500.80%-487.6pp | 54.65%-41.5pp | 97.91%-84.7pp |
| Employer contribution / active EE | $637 | $2,246-71.6% | $2,731-76.7% | $2,405-73.5% |
| Participant deferral / active EE | $3,240 | $4,458-27.3% | $4,487-27.8% | $4,131-21.6% |
| Admin fee / account holder | $288 | $255+12.6% | $7,964-96.4% | $170+69.7% |