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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $32,900 |
ALDEN CAPITAL1 year Service code 27 37 WEST AVE. · WAYNE, PA 19087 | Advisory (Plan) | $17,009 |
LPL FINANCIAL1 year Filed as: LPL Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,009 |
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.
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 | $44,503 | $48,166-7.6% | $96,562-53.9% | $93,030-52.2% |
| Participation rate | 30.9% | 65.1%-34.3pp | 69.8%-39.0pp | 73.9%-43.1pp |
| Annual return | 13.20% | 21.31%-8.1pp | 37.78%-24.6pp | 158.70%-145.5pp |
| Employer contribution / active EE | $234 | $1,070-78.1% | $2,356-90.1% | $2,706-91.4% |
| Participant deferral / active EE | $1,163 | $2,576-54.8% | $3,849-69.8% | $4,562-74.5% |
| Admin fee / account holder | $154 | $110+39.4% | $6,181-97.5% | $152+1.3% |