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 FINANCIAL3 years Filed as: LPL FINANCIAL, LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $19,707 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $793 |
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 | $64,533 | $55,415+16.5% | $155,509-58.5% | $74,495-13.4% |
| Participation rate | 97.4% | 61.9%+35.5pp | 78.2%+19.2pp | 67.2%+30.2pp |
| Annual return | 14.86% | 268.50%-253.6pp | 64.67%-49.8pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $4,543 | $2,267+100.4% | $4,672-2.8% | $2,623+73.2% |
| Participant deferral / active EE | $6,065 | $2,836+113.8% | $5,626+7.8% | $4,346+39.6% |
| Admin fee / account holder | $353 | $1,738-79.7% | $15,912-97.8% | $1,942-81.8% |