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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $71,536 |
Service code 26 · EIN 92-1894391 | Advisory (Participants) | $60,684 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $29,077 |
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 | $71,936 | $98,727-27.1% | $113,168-36.4% | $85,563-15.9% |
| Participation rate | 78.5% | 80.8%-2.3pp | 76.6%+1.9pp | 66.0%+12.5pp |
| Annual return | 16.48% | 17.43%-0.9pp | 24.27%-7.8pp | 31.51%-15.0pp |
| Employer contribution / active EE | $1,363 | $2,907-53.1% | $2,975-54.2% | $2,654-48.6% |
| Participant deferral / active EE | $4,736 | $5,424-12.7% | $5,107-7.3% | $4,375+8.2% |
| Admin fee / account holder | $253 | $357-29.1% | $12,068-97.9% | $834-69.7% |