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 |
|---|---|---|
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 80-0709115 | Recordkeeping | $42,502 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $24,000 |
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 | $79,540 | $82,917-4.1% | $103,333-23.0% | $77,643+2.4% |
| Participation rate | 86.0% | 71.6%+14.4pp | 74.5%+11.5pp | 70.6%+15.4pp |
| Annual return | 13.50% | 19.13%-5.6pp | 24.88%-11.4pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,466 | $3,552-58.7% | $3,868-62.1% | $2,726-46.2% |
| Participant deferral / active EE | $5,965 | $4,108+45.2% | $5,057+17.9% | $4,647+28.3% |
| Admin fee / account holder | $246 | $638-61.5% | $8,355-97.1% | $430-42.9% |