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) | $8,948 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $552 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,152 | $58,828-64.0% | $77,999-72.9% | $62,891-66.4% |
| Participation rate | 77.4% | 71.1%+6.4pp | 75.5%+1.9pp | 69.3%+8.1pp |
| Annual return | 7.18% | 17.16%-10.0pp | 425.96%-418.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $794 | $1,672-52.5% | $2,470-67.8% | $2,281-65.2% |
| Participant deferral / active EE | $1,272 | $2,686-52.6% | $3,497-63.6% | $3,203-60.3% |
| Admin fee / account holder | $106 | $4,393-97.6% | $5,480-98.1% | $4,296-97.5% |