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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $48,068 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $4,026 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,289 | $32,530+45.4% | $106,619-55.6% | $63,975-26.1% |
| Participation rate | 42.3% | 55.7%-13.5pp | 78.0%-35.7pp | 71.1%-28.9pp |
| Annual return | -0.61% | 8.92%-9.5pp | 9.42%-10.0pp | 48.65%-49.3pp |
| Employer contribution / active EE | $701 | $724-3.1% | $3,947-82.2% | $2,182-67.8% |
| Participant deferral / active EE | $1,255 | $1,383-9.3% | $3,930-68.1% | $3,356-62.6% |
| Admin fee / account holder | $72 | $61+18.7% | $6,418-98.9% | $70+2.9% |