See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $55,558 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,856 | $185,342-59.6% | $111,297-32.7% | $86,799-13.8% |
| Participation rate | 99.7% | 81.0%+18.8pp | 77.3%+22.4pp | 72.3%+27.5pp |
| Annual return | 12.12% | 500.80%-488.7pp | 54.65%-42.5pp | 97.91%-85.8pp |
| Employer contribution / active EE | $2,950 | $2,246+31.3% | $2,731+8.0% | $2,405+22.6% |
| Participant deferral / active EE | $3,054 | $4,458-31.5% | $4,487-31.9% | $4,131-26.1% |
| Admin fee / account holder | $351 | $255+37.4% | $7,964-95.6% | $170+107.0% |