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 Service code 55 · EIN 95-2834236 | Other Commissions | $58,990 |
Filed as: JOHN HANCOCK Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $32,285 |
Filed as: GREGORY J SCHWARTZ & CO, INC Service code 99 · EIN 38-2117812 | Other Fees | $13,590 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $602 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $115,532 | $56,767+103.5% | $101,794+13.5% | $85,563+35.0% |
| Participation rate | 64.1% | 57.6%+6.5pp | 69.2%-5.1pp | 66.0%-1.9pp |
| Annual return | 19.21% | 17.76%+1.4pp | 30.53%-11.3pp | 31.51%-12.3pp |
| Employer contribution / active EE | $1,167 | $1,112+4.9% | $2,289-49.0% | $2,654-56.0% |
| Participant deferral / active EE | $4,850 | $2,720+78.3% | $4,084+18.8% | $4,375+10.9% |
| Admin fee / account holder | $483 | $1,098-56.0% | $8,777-94.5% | $834-42.1% |