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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $34,674 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,051 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,632 | $31,679+15.6% | $74,701-51.0% | $65,185-43.8% |
| Participation rate | 83.1% | 40.4%+42.7pp | 54.5%+28.6pp | 70.2%+12.9pp |
| Annual return | 18.05% | 39.04%-21.0pp | 752.92%-734.9pp | 29.38%-11.3pp |
| Employer contribution / active EE | $468 | $566-17.3% | $1,084-56.8% | $2,177-78.5% |
| Participant deferral / active EE | $4,382 | $1,191+267.9% | $1,964+123.1% | $3,514+24.7% |
| Admin fee / account holder | $362 | $379-4.4% | $3,333-89.1% | $847-57.3% |