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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.
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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 |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $24,890 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $240 |
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 | $68,359 | $56,152+21.7% | $185,823-63.2% | $73,409-6.9% |
| Participation rate | 58.5% | 67.6%-9.0pp | 78.0%-19.5pp | 72.2%-13.7pp |
| Annual return | 19.17% | 17.59%+1.6pp | 35.95%-16.8pp | 59.29%-40.1pp |
| Employer contribution / active EE | $1,573 | $1,532+2.7% | $4,087-61.5% | $2,234-29.6% |
| Participant deferral / active EE | $5,558 | $3,659+51.9% | $5,632-1.3% | $3,805+46.1% |
| Admin fee / account holder | $302 | $132+129.0% | $9,500-96.8% | $158+91.5% |