Filed May 15, 2026
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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREM,ENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $71,757 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $63,047 |
Service code 13 · EIN 76-0188119 | Contract Administrator | $3,164 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,792 | $89,465+23.8% | $164,866-32.8% | $77,671+42.6% |
| Participation rate | 95.6% | 78.6%+17.0pp | 78.6%+17.0pp | 70.6%+25.0pp |
| Annual return | 12.08% | 28.81%-16.7pp | 69.97%-57.9pp | 31.21%-19.1pp |
| Employer contribution / active EE | $3,011 | $2,568+17.3% | $4,343-30.7% | $2,726+10.5% |
| Participant deferral / active EE | $7,425 | $4,897+51.6% | $6,033+23.1% | $4,648+59.7% |
| Admin fee / account holder | $228 | $340-33.0% | $12,689-98.2% | $430-47.1% |