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 4-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 |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $56,812 |
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $42,342 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $25,821 |
TYLER ASSOCIATES INC1 year Service code 15 · EIN 04-2703421 | Recordkeeping | $19,530 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,855 | $95,274-39.3% | $135,903-57.4% | $74,419-22.3% |
| Participation rate | 91.6% | 78.2%+13.4pp | 81.9%+9.7pp | 70.7%+20.8pp |
| Annual return | 18.79% | 32.77%-14.0pp | 68.23%-49.4pp | 34.38%-15.6pp |
| Employer contribution / active EE | $990 | $3,874-74.4% | $4,856-79.6% | $2,637-62.4% |
| Participant deferral / active EE | $5,848 | $7,782-24.8% | $7,758-24.6% | $4,528+29.2% |
| Admin fee / account holder | $247 | $266-7.2% | $10,762-97.7% | $348-29.0% |