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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC-RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $30,147 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $4,503 |
FORUM SIX FINANCIAL5 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 | $70,812 | $65,557+8.0% | $64,056+10.5% | $71,457-0.9% |
| Participation rate | 79.9% | 73.2%+6.8pp | 72.3%+7.6pp | 67.9%+12.0pp |
| Annual return | 15.28% | 18.94%-3.7pp | 33.69%-18.4pp | 28.85%-13.6pp |
| Employer contribution / active EE | $2,225 | $2,669-16.6% | $2,747-19.0% | $2,588-14.0% |
| Participant deferral / active EE | $3,149 | $3,626-13.1% | $3,880-18.8% | $4,289-26.6% |
| Admin fee / account holder | $338 | $616-45.2% | $3,068-89.0% | $1,587-78.7% |