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 FINANCIAL2 years Filed as: LPL FINANCIAL, LLC - RPCP Service code 26 · EIN 45-0491716 | Advisory (Participants) | $6,090 |
Filed as: WEALTH ENHANCEMENT ADVISORY Service code 26 · EIN 41-2016508 | Advisory (Participants) | $5,569 |
Filed as: JOHN HANCOCK LIFE INS CO (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $997 |
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 | $62,977 | $81,900-23.1% | $119,609-47.3% | $68,494-8.1% |
| Participation rate | 68.0% | 71.9%-3.9pp | 79.3%-11.2pp | 67.9%+0.2pp |
| Annual return | -18.00% | -23.82%+5.8pp | -14.97%-3.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $333 | $2,693-87.6% | $4,232-92.1% | $2,596-87.2% |
| Participant deferral / active EE | $2,271 | $4,148-45.2% | $5,602-59.5% | $4,027-43.6% |
| Admin fee / account holder | $37 | $6,582-99.4% | $10,323-99.6% | $5,403-99.3% |