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 FINANCIAL5 years Filed as: LPL FINANACIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $34,132 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $4,273 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,108 | $47,126-40.4% | $149,673-81.2% | $74,419-62.2% |
| Participation rate | 88.8% | 63.4%+25.4pp | 78.8%+10.0pp | 70.7%+18.0pp |
| Annual return | 24.33% | 22.75%+1.6pp | 134.42%-110.1pp | 34.38%-10.0pp |
| Employer contribution / active EE | $1,613 | $1,905-15.3% | $4,818-66.5% | $2,637-38.8% |
| Participant deferral / active EE | $4,542 | $2,728+66.5% | $5,680-20.0% | $4,528+0.3% |
| Admin fee / account holder | $161 | $343-53.0% | $13,210-98.8% | $348-53.7% |