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 FINANCIAL5 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $60,000 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,364 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,358 | $41,774+78.0% | $118,925-37.5% | $90,288-17.6% |
| Participation rate | 44.3% | 55.0%-10.7pp | 75.4%-31.1pp | 73.4%-29.0pp |
| Annual return | 14.64% | 16.64%-2.0pp | 35.88%-21.2pp | 53.97%-39.3pp |
| Employer contribution / active EE | $884 | $986-10.3% | $3,263-72.9% | $2,524-65.0% |
| Participant deferral / active EE | $1,733 | $1,683+3.0% | $4,265-59.4% | $4,232-59.0% |
| Admin fee / account holder | $297 | $85+250.8% | $6,581-95.5% | $114+160.4% |