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 04-3046611 | Advisory (Participants) | $29,005 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,605 |
FORUM SIX FINANCIAL4 years Service code 26 · EIN 47-1242018 | Advisory (Participants) | $0 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,653 | $60,989+1.1% | $60,874+1.3% | $66,914-7.9% |
| Participation rate | 83.2% | 74.5%+8.7pp | 73.1%+10.1pp | 69.8%+13.4pp |
| Annual return | -13.97% | -9.60%-4.4pp | 16.90%-30.9pp | 1.58%-15.5pp |
| Employer contribution / active EE | $2,326 | $2,661-12.6% | $2,701-13.9% | $2,544-8.6% |
| Participant deferral / active EE | $2,964 | $3,615-18.0% | $3,817-22.3% | $4,237-30.0% |
| Admin fee / account holder | $320 | $338-5.5% | $3,224-90.1% | $593-46.1% |