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 | $70,874 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $43,108 |
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 | $56,535 | $99,078-42.9% | $96,544-41.4% | $74,419-24.0% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.0%-5.9pp | 70.7%-0.7pp |
| Annual return | 16.72% | 22.48%-5.8pp | 25.84%-9.1pp | 34.38%-17.7pp |
| Employer contribution / active EE | $1,076 | $2,570-58.1% | $2,965-63.7% | $2,637-59.2% |
| Participant deferral / active EE | $4,136 | $4,933-16.2% | $4,851-14.7% | $4,528-8.7% |
| Admin fee / account holder | $235 | $225+4.7% | $8,252-97.1% | $348-32.4% |