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 LLC Service code 26 | Advisory (Participants) | $18,667 |
Filed as: JOHN HANCOCK LIFE INSURANCE COMANY Service code 15 · EIN 01-0233346 | Recordkeeping | $1,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,317 | $80,753-51.3% | $136,294-71.2% | $62,292-36.9% |
| Participation rate | 49.4% | 73.5%-24.2pp | 81.9%-32.6pp | 69.5%-20.2pp |
| Annual return | 16.31% | 35.83%-19.5pp | 5155.94%-5139.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,360 | $2,884-52.8% | $4,695-71.0% | $2,042-33.4% |
| Participant deferral / active EE | $2,643 | $5,164-48.8% | $6,247-57.7% | $3,169-16.6% |
| Admin fee / account holder | $7 | $525-98.6% | $9,243-99.9% | $479-98.5% |