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 FINANCIAL6 years Service code 26 · EIN 04-3046611 | Advisory (Participants) | $35,721 |
Filed as: JOHN HANCOCK ENTERPRISE Service code 28 · EIN 01-0233346 | Investment Management | $25,589 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,435 | $81,900+0.7% | $119,609-31.1% | $68,494+20.4% |
| Participation rate | 80.0% | 71.9%+8.1pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | -15.65% | -23.82%+8.2pp | -14.97%-0.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,405 | $2,693-47.8% | $4,232-66.8% | $2,596-45.9% |
| Participant deferral / active EE | $6,193 | $4,148+49.3% | $5,602+10.6% | $4,027+53.8% |
| Admin fee / account holder | $624 | $6,582-90.5% | $10,323-94.0% | $5,403-88.4% |