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 |
|---|---|---|
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 01-0233346 | Recordkeeping | $28,483 |
LPL FINANCIAL1 year Service code 26 · EIN 04-3046611 | Advisory (Participants) | $26,338 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,609 | $40,522-17.1% | $84,611-60.3% | $67,579-50.3% |
| Participation rate | 98.3% | 51.1%+47.2pp | 68.2%+30.1pp | 71.3%+27.0pp |
| Annual return | 25.46% | 32.72%-7.3pp | 258.74%-233.3pp | 378.56%-353.1pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,652-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,308 | $2,132+102.1% | $3,899+10.5% | $3,539+21.7% |
| Admin fee / account holder | $203 | $145+39.4% | $4,912-95.9% | $142+42.4% |