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 Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $52,353 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $33,103 |
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 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 | $88,505 | $52,953+67.1% | $172,739-48.8% | $65,185+35.8% |
| Participation rate | 54.9% | 66.2%-11.3pp | 82.6%-27.8pp | 70.2%-15.3pp |
| Annual return | 20.76% | 30.12%-9.4pp | 802.84%-782.1pp | 29.38%-8.6pp |
| Employer contribution / active EE | $1,433 | $2,190-34.6% | $5,143-72.1% | $2,177-34.2% |
| Participant deferral / active EE | $2,842 | $2,471+15.0% | $5,198-45.3% | $3,514-19.1% |
| Admin fee / account holder | $515 | $472+9.2% | $13,954-96.3% | $847-39.2% |