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 - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $49,853 |
DOEREN MAYHEW2 years Service code 15 56 GRANDVILLE · GRAND RAPIDS, MI 49503 | Recordkeeping | $7,280 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $210 |
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 | $164,192 | $80,724+103.4% | $103,333+58.9% | $74,495+120.4% |
| Participation rate | 93.2% | 65.7%+27.5pp | 74.5%+18.7pp | 67.2%+26.0pp |
| Annual return | 16.75% | 27.56%-10.8pp | 24.88%-8.1pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $6,670 | $3,157+111.2% | $3,868+72.4% | $2,623+154.3% |
| Participant deferral / active EE | $6,852 | $3,860+77.5% | $5,057+35.5% | $4,346+57.7% |
| Admin fee / account holder | $704 | $2,368-70.3% | $8,355-91.6% | $1,942-63.7% |