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 FINANCIAL4 years Service code 26 · EIN 04-3046611 | Advisory (Participants) | $54,419 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 01-0233346 | Recordkeeping | $44,386 |
Filed as: PPG RETIREMENT PLAN SERVICES, LTD Service code 14 · EIN 39-1915811 | Plan Administrator | $6,639 |
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 | $40,290 | $34,677+16.2% | $77,024-47.7% | $64,808-37.8% |
| Participation rate | 91.7% | 49.8%+41.8pp | 67.9%+23.8pp | 71.5%+20.2pp |
| Annual return | -15.32% | -5.33%-10.0pp | 42.32%-57.6pp | 32.82%-48.1pp |
| Employer contribution / active EE | $825 | $1,370-39.8% | $2,812-70.7% | $2,506-67.1% |
| Participant deferral / active EE | $5,416 | $2,556+111.9% | $4,426+22.4% | $4,310+25.7% |
| Admin fee / account holder | $317 | $179+77.4% | $5,425-94.2% | $188+68.6% |