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 Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $37,457 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $36,094 |
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 | $105,127 | $58,879+78.5% | $178,490-41.1% | $73,488+43.1% |
| Participation rate | 53.1% | 66.2%-13.1pp | 81.9%-28.8pp | 70.7%-17.6pp |
| Annual return | 15.92% | 24.86%-8.9pp | 151.07%-135.2pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,436 | $2,236-35.8% | $5,011-71.3% | $2,270-36.7% |
| Participant deferral / active EE | $2,846 | $2,567+10.8% | $5,202-45.3% | $3,740-23.9% |
| Admin fee / account holder | $551 | $400+37.7% | $13,984-96.1% | $513+7.4% |