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 FINANCIAL9+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $33,508 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $9,639 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,112 | $88,890-31.2% | $102,423-40.3% | $77,643-21.3% |
| Participation rate | 66.1% | 80.9%-14.8pp | 76.5%-10.4pp | 70.6%-4.5pp |
| Annual return | 14.10% | 24.98%-10.9pp | 29.32%-15.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $1,075 | $2,698-60.2% | $3,023-64.4% | $2,726-60.6% |
| Participant deferral / active EE | $3,754 | $5,145-27.0% | $5,053-25.7% | $4,647-19.2% |
| Admin fee / account holder | $184 | $235-21.8% | $9,451-98.1% | $430-57.2% |