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 FINANCIAL9 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 | Advisory (Participants) | $24,221 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $650 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,073 | $88,083-34.1% | $164,813-64.8% | $74,495-22.0% |
| Participation rate | 65.0% | 73.0%-8.0pp | 78.6%-13.6pp | 67.2%-2.2pp |
| Annual return | 18.34% | 17.26%+1.1pp | 69.93%-51.6pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $2,738 | $2,593+5.6% | $4,341-36.9% | $2,623+4.4% |
| Participant deferral / active EE | $4,636 | $4,498+3.1% | $6,031-23.1% | $4,346+6.7% |
| Admin fee / account holder | $324 | $2,234-85.5% | $12,690-97.4% | $1,942-83.3% |