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 | $41,289 |
ALDEN CAPITAL3 years Service code 27 37 WEST AVE. · WAYNE, PA 19087 | Advisory (Plan) | $17,242 |
LPL FINANCIAL3 years Filed as: LPL Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,366 | $44,626-9.5% | $86,188-53.2% | $80,160-49.6% |
| Participation rate | 28.5% | 63.5%-35.0pp | 69.0%-40.4pp | 72.9%-44.4pp |
| Annual return | 14.50% | 19.61%-5.1pp | 1168.45%-1153.9pp | 40.38%-25.9pp |
| Employer contribution / active EE | $438 | $1,099-60.2% | $2,380-81.6% | $2,978-85.3% |
| Participant deferral / active EE | $1,249 | $2,769-54.9% | $3,985-68.7% | $5,017-75.1% |
| Admin fee / account holder | $151 | $133+13.3% | $6,852-97.8% | $145+4.2% |