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 |
|---|---|---|
LPL FINANCIAL4 years Service code 10 · EIN 04-3046611 | Accounting | $19,427 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $18,033 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,992 | $49,915-9.9% | $154,803-70.9% | $74,304-39.4% |
| Participation rate | 80.3% | 54.0%+26.3pp | 78.1%+2.2pp | 60.3%+19.9pp |
| Annual return | 15.40% | 34.06%-18.7pp | 58.88%-43.5pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,676 | $1,611+4.0% | $4,305-61.1% | $2,241-25.2% |
| Participant deferral / active EE | $1,703 | $2,255-24.5% | $5,540-69.3% | $3,767-54.8% |
| Admin fee / account holder | $164 | $2,189-92.5% | $14,329-98.9% | $2,969-94.5% |