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 04-3046611 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $14,659 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,128 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,749 | $58,726+51.1% | $92,233-3.8% | $62,292+42.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.83% | 43.62%-28.8pp | 176.28%-161.5pp | 28.90%-14.1pp |
| Employer contribution / active EE | $2,217 | $2,392-7.3% | $3,679-39.8% | $2,042+8.5% |
| Participant deferral / active EE | $4,860 | $2,766+75.7% | $3,897+24.7% | $3,169+53.4% |
| Admin fee / account holder | $180 | $556-67.7% | $5,194-96.5% | $479-62.5% |