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 - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $10,716 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,910 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,165 | $28,109+10.9% | $71,086-56.2% | $56,287-44.6% |
| Participation rate | 83.4% | 40.4%+43.0pp | 54.7%+28.8pp | 69.9%+13.6pp |
| Annual return | -6.84% | -615.05%+608.2pp | 650.59%-657.4pp | -9.96%+3.1pp |
| Employer contribution / active EE | $528 | $558-5.4% | $1,088-51.5% | $2,111-75.0% |
| Participant deferral / active EE | $4,087 | $1,116+266.3% | $1,874+118.1% | $3,350+22.0% |
| Admin fee / account holder | $168 | $585-71.2% | $3,082-94.5% | $521-67.7% |