See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 45-3686413 | Advisory (Participants) | $44,189 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $7,677 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $5,972 |
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 | $90,094 | $62,624+43.9% | $177,989-49.4% | $77,643+16.0% |
| Participation rate | 52.4% | 66.8%-14.5pp | 77.1%-24.7pp | 70.6%-18.2pp |
| Annual return | 19.24% | 16.16%+3.1pp | 294.48%-275.2pp | 31.24%-12.0pp |
| Employer contribution / active EE | $2,706 | $1,909+41.8% | $3,949-31.5% | $2,726-0.7% |
| Participant deferral / active EE | $5,201 | $4,219+23.3% | $6,276-17.1% | $4,647+11.9% |
| Admin fee / account holder | $383 | $386-0.7% | $10,363-96.3% | $430-11.0% |