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 - RPCP Service code 26 · EIN 45-0491716 | Advisory (Participants) | $13,068 |
Filed as: JOHN HANCOCK LIFE INS CO (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $741 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,869 | $99,985-25.1% | $146,665-49.0% | $85,850-12.8% |
| Participation rate | 66.3% | 73.1%-6.7pp | 80.1%-13.8pp | 69.3%-3.0pp |
| Annual return | 11.51% | 18.93%-7.4pp | 22.74%-11.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $322 | $2,559-87.4% | $4,136-92.2% | $2,565-87.4% |
| Participant deferral / active EE | $2,469 | $4,006-38.4% | $5,506-55.2% | $3,952-37.5% |
| Admin fee / account holder | $26 | $7,702-99.7% | $10,280-99.7% | $6,260-99.6% |