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 Service code 26 · EIN 95-2834236 75 STATE STREET, 22ND FLOOR · BOSTON, MA 02109 | Advisory (Participants) | $5,873 |
Filed as: JOHN HANCOCK LIFE INS CO (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $886 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,393 | $60,124-62.8% | $90,404-75.2% | $79,858-72.0% |
| Participation rate | 88.4% | 65.0%+23.4pp | 72.7%+15.7pp | 69.6%+18.8pp |
| Annual return | 6.95% | 71.94%-65.0pp | 1293.02%-1286.1pp | 31.71%-24.8pp |
| Employer contribution / active EE | $1,862 | $2,068-9.9% | $3,262-42.9% | $2,471-24.6% |
| Participant deferral / active EE | $1,740 | $2,938-40.8% | $3,963-56.1% | $3,740-53.5% |
| Admin fee / account holder | $39 | $3,976-99.0% | $5,611-99.3% | $5,306-99.3% |