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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $57,850 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,856 | $38,989+45.8% | $117,039-51.4% | $77,958-27.1% |
| Participation rate | 44.6% | 57.0%-12.3pp | 77.2%-32.5pp | 71.6%-27.0pp |
| Annual return | 16.77% | 20.61%-3.8pp | 18.95%-2.2pp | 20.87%-4.1pp |
| Employer contribution / active EE | $801 | $1,026-21.9% | $3,785-78.8% | $2,310-65.3% |
| Participant deferral / active EE | $1,461 | $1,621-9.9% | $3,929-62.8% | $3,537-58.7% |
| Admin fee / account holder | $37 | $76-51.6% | $5,974-99.4% | $97-62.5% |