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 10-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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $17,132 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $806 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,401 | $59,805+1.0% | $79,550-24.1% | $68,494-11.8% |
| Participation rate | 98.8% | 61.1%+37.7pp | 69.5%+29.3pp | 67.9%+30.9pp |
| Annual return | -17.92% | -12.30%-5.6pp | 0.16%-18.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,449 | $1,505+62.7% | $2,413+1.5% | $2,596-5.7% |
| Participant deferral / active EE | $2,931 | $3,024-3.1% | $3,985-26.5% | $4,027-27.2% |
| Admin fee / account holder | $377 | $4,835-92.2% | $6,832-94.5% | $5,403-93.0% |