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 Service code 26 · EIN 04-3046611 | Advisory (Participants) | $16,250 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,013 | $61,272-16.7% | $149,673-65.9% | $71,457-28.6% |
| Participation rate | 99.0% | 62.5%+36.5pp | 78.8%+20.3pp | 67.9%+31.1pp |
| Annual return | 19.70% | 35.85%-16.2pp | 134.42%-114.7pp | 28.85%-9.2pp |
| Employer contribution / active EE | $5,057 | $2,378+112.6% | $4,818+5.0% | $2,588+95.4% |
| Participant deferral / active EE | $5,811 | $2,917+99.2% | $5,680+2.3% | $4,289+35.5% |
| Admin fee / account holder | $295 | $1,261-76.6% | $13,210-97.8% | $1,587-81.4% |