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 | $59,765 |
ALDEN CAPITAL4 years Service code 27 37 WEST AVE. · WAYNE, PA 19087 | Advisory (Plan) | $14,762 |
LPL FINANCIAL4 years Filed as: LPL Service code 27 · EIN 04-3046611 | Advisory (Plan) | $14,762 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 43-1270780 | Advisory (Plan) | $10,843 |
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.
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 | $0 | $48,698-100.0% | $93,606-100.0% | $199,593-100.0% |
| Participation rate | 0.0% | 63.5%-63.5pp | 68.7%-68.7pp | 72.0%-72.0pp |
| Annual return | -91.02% | 15.34%-106.4pp | 133.20%-224.2pp | 34.25%-125.3pp |
| Employer contribution / active EE | $0 | $1,135-100.0% | $2,420-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $1,192 | $2,817-57.7% | $4,411-73.0% | $5,087-76.6% |
| Admin fee / account holder | $0 | $195-100.0% | $8,285-100.0% | $269-100.0% |