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 4-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 FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 26 7050 N FRESNO ST, SUITE 105 · FRESNO, CA 93720 | Advisory (Participants) | $31,904 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,585 | $80,724-32.4% | $103,333-47.2% | $74,495-26.7% |
| Participation rate | 92.6% | 65.7%+26.9pp | 74.5%+18.1pp | 67.2%+25.4pp |
| Annual return | 13.09% | 27.56%-14.5pp | 24.88%-11.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $5,858 | $3,157+85.6% | $3,868+51.5% | $2,623+123.3% |
| Participant deferral / active EE | $2,565 | $3,860-33.6% | $5,057-49.3% | $4,346-41.0% |
| Admin fee / account holder | $334 | $2,368-85.9% | $8,355-96.0% | $1,942-82.8% |