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 | $106,676 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $36,795 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,471 | $83,884-73.2% | $64,056-64.9% | $74,419-69.8% |
| Participation rate | 89.1% | 76.6%+12.5pp | 72.3%+16.8pp | 70.7%+18.4pp |
| Annual return | 14.27% | 16.57%-2.3pp | 33.69%-19.4pp | 34.38%-20.1pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,747-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,885 | $3,692-48.9% | $3,880-51.4% | $4,528-58.4% |
| Admin fee / account holder | $145 | $196-25.9% | $3,068-95.3% | $348-58.2% |