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 9-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 Service code 26 818 W RIVERSIDE, SUITE 640 · SPOKANE, WA 99201 | Advisory (Participants) | $9,257 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $196 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,859 | $55,453-37.1% | $170,442-79.5% | $62,292-44.0% |
| Participation rate | 36.8% | 66.4%-29.6pp | 83.6%-46.8pp | 69.5%-32.7pp |
| Annual return | 13.42% | 21.38%-8.0pp | 205.93%-192.5pp | 28.90%-15.5pp |
| Employer contribution / active EE | $413 | $2,164-80.9% | $5,433-92.4% | $2,042-79.8% |
| Participant deferral / active EE | $1,447 | $2,303-37.2% | $4,939-70.7% | $3,169-54.3% |
| Admin fee / account holder | $150 | $455-67.1% | $13,880-98.9% | $479-68.7% |