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) | $37,151 |
Filed as: JOHN HANCOCK ENTERPRISE Service code 28 · EIN 01-0233346 | Investment Management | $27,874 |
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 | $82,122 | $81,474+0.8% | $133,956-38.7% | $73,488+11.7% |
| Participation rate | 84.5% | 76.4%+8.1pp | 79.8%+4.6pp | 70.7%+13.8pp |
| Annual return | 13.78% | 19.40%-5.6pp | 45.09%-31.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,087 | $2,209-50.8% | $3,919-72.3% | $2,270-52.1% |
| Participant deferral / active EE | $4,394 | $3,786+16.0% | $5,048-13.0% | $3,740+17.5% |
| Admin fee / account holder | $589 | $713-17.4% | $8,927-93.4% | $513+14.9% |