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 FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 99 | Other Fees | $20,597 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $19,735 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,151 | $61,156+94.8% | $185,823-35.9% | $79,386+50.1% |
| Participation rate | 57.7% | 66.6%-8.9pp | 81.7%-24.0pp | 70.7%-13.0pp |
| Annual return | 14.70% | 19.45%-4.7pp | 122.05%-107.3pp | 116.85%-102.1pp |
| Employer contribution / active EE | $1,627 | $2,321-29.9% | $5,167-68.5% | $2,427-33.0% |
| Participant deferral / active EE | $3,286 | $2,789+17.8% | $5,568-41.0% | $4,046-18.8% |
| Admin fee / account holder | $402 | $710-43.3% | $16,237-97.5% | $626-35.8% |