See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $29,335 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,364 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,957 | $83,902+38.2% | $167,512-30.8% | $84,808+36.7% |
| Participation rate | 81.9% | 66.5%+15.5pp | 77.1%+4.9pp | 68.3%+13.6pp |
| Annual return | 14.45% | 91.55%-77.1pp | 1615.79%-1601.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $988 | $2,264-56.4% | $3,882-74.5% | $2,631-62.4% |
| Participant deferral / active EE | $6,807 | $4,442+53.2% | $6,405+6.3% | $4,212+61.6% |
| Admin fee / account holder | $634 | $7,915-92.0% | $9,769-93.5% | $7,344-91.4% |