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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $37,970 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,910 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,928 | $35,986-2.9% | $77,482-54.9% | $73,488-52.5% |
| Participation rate | 87.5% | 40.8%+46.7pp | 54.2%+33.3pp | 70.7%+16.8pp |
| Annual return | 13.69% | 19.26%-5.6pp | 54.79%-41.1pp | 28.51%-14.8pp |
| Employer contribution / active EE | $775 | $557+39.0% | $986-21.5% | $2,270-65.9% |
| Participant deferral / active EE | $4,187 | $1,198+249.6% | $1,861+124.9% | $3,740+12.0% |
| Admin fee / account holder | $315 | $466-32.4% | $2,858-89.0% | $513-38.6% |