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 Service code 27 114 PACIFICA STE 220 · IRVINE, CA 92618 | Advisory (Plan) | $40,606 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $10,987 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,857 | $87,013+28.6% | $106,213+5.3% | $80,856+38.3% |
| Participation rate | 95.7% | 70.4%+25.3pp | 75.3%+20.4pp | 67.6%+28.1pp |
| Annual return | 13.71% | 17.05%-3.3pp | 116.14%-102.4pp | 35.59%-21.9pp |
| Employer contribution / active EE | $4,055 | $2,395+69.3% | $3,171+27.9% | $2,755+47.2% |
| Participant deferral / active EE | $7,577 | $3,986+90.1% | $5,016+51.1% | $4,296+76.4% |
| Admin fee / account holder | $449 | $8,431-94.7% | $11,033-95.9% | $6,918-93.5% |