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 Service code 15 · EIN 01-0233346 | Recordkeeping | $25,870 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $16,531 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL, LLC Service code 71 · EIN 95-2834236 | Brokerage Fees | $8,932 |
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 | $23,682 | $26,906-12.0% | $61,373-61.4% | $77,904-69.6% |
| Participation rate | 9.6% | 33.4%-23.9pp | 52.6%-43.0pp | 73.7%-64.1pp |
| Annual return | -17.35% | -14.46%-2.9pp | 338.61%-356.0pp | 12.21%-29.6pp |
| Employer contribution / active EE | $65 | $521-87.6% | $1,159-94.4% | $2,848-97.7% |
| Participant deferral / active EE | $344 | $1,180-70.8% | $2,125-83.8% | $4,806-92.8% |
| Admin fee / account holder | $294 | $117+151.5% | $2,130-86.2% | $133+122.0% |