See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $284,767 |
NOVA 401(K) ASSOCIATES4 years Service code 13 · EIN 20-1181458 | Contract Administrator | $52,587 |
LPL FINANCIAL9 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $22,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,328 | $115,744-91.1% | $100,391-89.7% | $199,593-94.8% |
| Participation rate | 71.5% | 85.7%-14.1pp | 81.5%-9.9pp | 72.0%-0.4pp |
| Annual return | 15.79% | 17.79%-2.0pp | 49.20%-33.4pp | 34.25%-18.5pp |
| Employer contribution / active EE | $0 | $3,657-100.0% | $3,942-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $4,117 | $9,844-58.2% | $8,082-49.1% | $5,087-19.1% |
| Admin fee / account holder | $70 | $93-25.1% | $7,899-99.1% | $269-74.1% |