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 Service code 27 114 PACIFICA STE 220 · IRVINE, CA 92618 | Advisory (Plan) | $38,046 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $9,880 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,173 | $79,944+29.1% | $98,439+4.8% | $75,163+37.3% |
| Participation rate | 95.6% | 70.4%+25.2pp | 75.2%+20.4pp | 67.2%+28.4pp |
| Annual return | 16.47% | 19.75%-3.3pp | 21.16%-4.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $3,407 | $2,264+50.5% | $3,048+11.8% | $2,670+27.6% |
| Participant deferral / active EE | $6,831 | $3,752+82.1% | $4,738+44.2% | $4,125+65.6% |
| Admin fee / account holder | $413 | $6,840-94.0% | $8,948-95.4% | $5,651-92.7% |