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 FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $98,686 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 601 CONGRESS STREET · BOSTON, MA 02116 | Recordkeeping | $2,462 |
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 | $156,161 | $89,436+74.6% | $164,813-5.2% | $77,643+101.1% |
| Participation rate | 12.0% | 78.6%-66.6pp | 78.6%-66.6pp | 70.6%-58.5pp |
| Annual return | 12.22% | 28.83%-16.6pp | 69.93%-57.7pp | 31.24%-19.0pp |
| Employer contribution / active EE | $1,073 | $2,569-58.2% | $4,341-75.3% | $2,726-60.6% |
| Participant deferral / active EE | $2,898 | $4,897-40.8% | $6,031-52.0% | $4,647-37.7% |
| Admin fee / account holder | $510 | $339+50.2% | $12,690-96.0% | $430+18.5% |