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 FINANCIAL2 years Service code 26 · EIN 04-3046611 | Advisory (Participants) | $42,030 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 01-0233346 | Recordkeeping | $37,398 |
GORDON J MAIER & CO LLP1 year Filed as: GORDON J. MAIER & CO. LLP Service code 10 845 WISCONSIN AVE · RACINE, WI 53403 | Accounting | $9,539 |
Filed as: PPG RETIREMENT PLAN SERVICES, LTD Service code 13 5525 GREEN BAY ROAD, SUITE 200 · KENOSHA, WI 531443737 | Contract Administrator | $9,093 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,076 | $43,133+6.8% | $89,391-48.5% | $73,488-37.3% |
| Participation rate | 95.1% | 55.0%+40.2pp | 68.0%+27.1pp | 70.7%+24.4pp |
| Annual return | 17.15% | 135.66%-118.5pp | 245.62%-228.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,648 | $2,445+90.1% | $3,890+19.5% | $3,740+24.3% |
| Admin fee / account holder | $350 | $444-21.1% | $4,881-92.8% | $513-31.7% |