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 8-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 FINANCIAL6 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $17,499 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 26 · EIN 33-0785439 | Advisory (Participants) | $6,593 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,722 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,108 | $85,515-28.5% | $112,040-45.5% | $67,986-10.1% |
| Participation rate | 69.1% | 68.2%+0.8pp | 76.5%-7.4pp | 57.2%+11.9pp |
| Annual return | 15.63% | 29.68%-14.0pp | 24.52%-8.9pp | 31.67%-16.0pp |
| Employer contribution / active EE | $1,536 | $2,191-29.9% | $2,954-48.0% | $2,019-23.9% |
| Participant deferral / active EE | $5,288 | $4,014+31.7% | $5,098+3.7% | $3,358+57.5% |
| Admin fee / account holder | $445 | $3,774-88.2% | $12,098-96.3% | $3,203-86.1% |