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 7-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 FINANACIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $34,107 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $3,565 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,502 | $56,485-46.0% | $185,823-83.6% | $86,799-64.9% |
| Participation rate | 86.6% | 65.5%+21.2pp | 81.7%+4.9pp | 72.3%+14.4pp |
| Annual return | 18.32% | 118.04%-99.7pp | 122.05%-103.7pp | 97.91%-79.6pp |
| Employer contribution / active EE | $1,519 | $1,843-17.5% | $5,167-70.6% | $2,405-36.8% |
| Participant deferral / active EE | $4,335 | $2,553+69.8% | $5,568-22.1% | $4,131+4.9% |
| Admin fee / account holder | $243 | $150+62.3% | $16,237-98.5% | $170+43.2% |