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 FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $50,355 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,702 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,784 | $72,254-18.6% | $86,677-32.2% | $64,808-9.3% |
| Participation rate | 99.5% | 80.4%+19.1pp | 76.6%+22.9pp | 71.5%+28.0pp |
| Annual return | -15.70% | 392.42%-408.1pp | 35.91%-51.6pp | 32.82%-48.5pp |
| Employer contribution / active EE | $2,881 | $2,393+20.4% | $2,836+1.6% | $2,506+15.0% |
| Participant deferral / active EE | $3,056 | $4,658-34.4% | $4,656-34.4% | $4,310-29.1% |
| Admin fee / account holder | $271 | $174+55.9% | $7,493-96.4% | $188+44.4% |