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) | $30,884 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,530 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,348 | $69,305-11.5% | $82,313-25.5% | $69,631-11.9% |
| Participation rate | 53.9% | 80.3%-26.4pp | 76.9%-23.0pp | 70.7%-16.8pp |
| Annual return | 14.15% | 21.47%-7.3pp | 25.88%-11.7pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $1,121 | $1,887-40.6% | $2,428-53.8% | $2,032-44.8% |
| Participant deferral / active EE | $3,608 | $3,568+1.1% | $3,706-2.6% | $3,224+11.9% |
| Admin fee / account holder | $31 | $97-68.3% | $5,608-99.5% | $110-72.1% |