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 7-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 |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANACIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $42,728 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $5,783 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,433 | $50,815-32.2% | $155,509-77.9% | $77,643-55.7% |
| Participation rate | 86.1% | 63.1%+23.0pp | 78.2%+7.9pp | 70.6%+15.5pp |
| Annual return | 15.21% | 34.80%-19.6pp | 64.67%-49.5pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,738 | $1,993-12.8% | $4,672-62.8% | $2,726-36.3% |
| Participant deferral / active EE | $4,787 | $2,822+69.6% | $5,626-14.9% | $4,647+3.0% |
| Admin fee / account holder | $285 | $437-34.7% | $15,912-98.2% | $430-33.7% |