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 FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $42,970 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,930 |
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 | $69,614 | $79,519-12.5% | $95,952-27.4% | $73,409-5.2% |
| Participation rate | 99.2% | 81.2%+18.1pp | 77.1%+22.2pp | 72.2%+27.1pp |
| Annual return | 16.36% | 19.20%-2.8pp | 91.61%-75.3pp | 59.29%-42.9pp |
| Employer contribution / active EE | $2,404 | $2,048+17.4% | $2,541-5.4% | $2,234+7.6% |
| Participant deferral / active EE | $2,489 | $4,138-39.9% | $4,167-40.3% | $3,805-34.6% |
| Admin fee / account holder | $304 | $184+65.0% | $6,795-95.5% | $158+92.7% |