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 · EIN 04-3046611 | Advisory (Participants) | $13,813 |
BENEFITS2 ADMINISTRATORS LLC2 years Service code 13 · EIN 91-1664169 P.O. BOX 328 · MERIDIAN, ID 83680 | Contract Administrator | $4,460 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P. O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,303 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,499 | $55,415-63.0% | $155,509-86.8% | $74,495-72.5% |
| Participation rate | 74.9% | 61.9%+13.0pp | 78.2%-3.3pp | 67.2%+7.7pp |
| Annual return | 8.71% | 268.50%-259.8pp | 64.67%-56.0pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $427 | $2,267-81.2% | $4,672-90.9% | $2,623-83.7% |
| Participant deferral / active EE | $2,717 | $2,836-4.2% | $5,626-51.7% | $4,346-37.5% |
| Admin fee / account holder | $167 | $1,738-90.4% | $15,912-99.0% | $1,942-91.4% |