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 Filed as: LPL FINANCIAL, LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $12,835 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,318 | $73,867-46.8% | $143,757-72.6% | $68,494-42.6% |
| Participation rate | 97.9% | 66.7%+31.3pp | 80.3%+17.6pp | 67.9%+30.0pp |
| Annual return | -17.85% | 1.01%-18.9pp | -0.04%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $4,497 | $3,184+41.2% | $4,951-9.2% | $2,596+73.2% |
| Participant deferral / active EE | $5,626 | $3,384+66.2% | $5,637-0.2% | $4,027+39.7% |
| Admin fee / account holder | $258 | $5,755-95.5% | $14,673-98.2% | $5,403-95.2% |