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 Service code 26 · EIN 04-3046611 3120 SOUTHWEST FREEWAY · HOUSTON, TX 77098 | Advisory (Participants) | $24,816 |
Filed as: JOHN HNACOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 399 PARK AVE · NEW YORK, NY 10043 | Recordkeeping | $4,323 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,836 | $59,417-38.0% | $93,606-60.6% | $74,495-50.6% |
| Participation rate | 68.8% | 59.7%+9.2pp | 68.7%+0.1pp | 67.2%+1.6pp |
| Annual return | 13.90% | 81.83%-67.9pp | 133.20%-119.3pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $802 | $1,264-36.5% | $2,420-66.8% | $2,623-69.4% |
| Participant deferral / active EE | $3,762 | $3,050+23.3% | $4,411-14.7% | $4,346-13.4% |
| Admin fee / account holder | $232 | $3,021-92.3% | $8,285-97.2% | $1,942-88.0% |