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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC-RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $32,245 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $4,959 |
FORUM SIX FINANCIAL6 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 | $67,559 | $69,763-3.2% | $67,502+0.1% | $74,495-9.3% |
| Participation rate | 83.8% | 71.4%+12.4pp | 72.9%+10.9pp | 67.2%+16.6pp |
| Annual return | 13.54% | -40.34%+53.9pp | 3512.12%-3498.6pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,498 | $2,704-7.6% | $2,731-8.5% | $2,623-4.8% |
| Participant deferral / active EE | $3,450 | $3,636-5.1% | $4,000-13.8% | $4,346-20.6% |
| Admin fee / account holder | $344 | $896-61.6% | $3,998-91.4% | $1,942-82.3% |