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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $63,323 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,278 |
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 | $55,803 | $260,849-78.6% | $105,738-47.2% | $75,289-25.9% |
| Participation rate | 43.4% | 51.6%-8.1pp | 76.3%-32.9pp | 72.4%-29.0pp |
| Annual return | -5.33% | 10.99%-16.3pp | 6.27%-11.6pp | -0.04%-5.3pp |
| Employer contribution / active EE | $818 | $848-3.6% | $3,268-75.0% | $2,405-66.0% |
| Participant deferral / active EE | $1,498 | $1,553-3.5% | $4,080-63.3% | $3,739-59.9% |
| Admin fee / account holder | $95 | $484-80.4% | $6,913-98.6% | $102-7.4% |