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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $38,898 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,681 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,645 | $65,118-17.6% | $76,768-30.1% | $55,725-3.7% |
| Participation rate | 98.9% | 79.6%+19.3pp | 77.0%+21.9pp | 70.9%+28.0pp |
| Annual return | -6.36% | -1.27%-5.1pp | 2.43%-8.8pp | 244.93%-251.3pp |
| Employer contribution / active EE | $2,303 | $1,941+18.6% | $2,485-7.3% | $2,078+10.8% |
| Participant deferral / active EE | $2,522 | $3,688-31.6% | $3,852-34.5% | $3,356-24.8% |
| Admin fee / account holder | $150 | $116+29.1% | $6,675-97.8% | $115+29.9% |