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 Service code 26 · EIN 04-3046611 | Advisory (Participants) | $8,314 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,582 | $46,674-40.9% | $117,472-76.5% | $68,494-59.7% |
| Participation rate | 55.1% | 56.8%-1.7pp | 70.6%-15.5pp | 67.9%-12.8pp |
| Annual return | -12.48% | -14.52%+2.0pp | 29.74%-42.2pp | -7.84%-4.6pp |
| Employer contribution / active EE | $838 | $1,505-44.3% | $4,176-79.9% | $2,596-67.7% |
| Participant deferral / active EE | $1,278 | $2,636-51.5% | $4,070-68.6% | $4,027-68.3% |
| Admin fee / account holder | $323 | $4,020-92.0% | $5,645-94.3% | $5,403-94.0% |