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 FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $52,417 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,722 |
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 | $61,890 | $99,078-37.5% | $96,544-35.9% | $74,419-16.8% |
| Participation rate | 99.2% | 80.7%+18.6pp | 76.0%+23.3pp | 70.7%+28.5pp |
| Annual return | 14.80% | 22.48%-7.7pp | 25.84%-11.0pp | 34.38%-19.6pp |
| Employer contribution / active EE | $2,025 | $2,570-21.2% | $2,965-31.7% | $2,637-23.2% |
| Participant deferral / active EE | $2,753 | $4,933-44.2% | $4,851-43.2% | $4,528-39.2% |
| Admin fee / account holder | $250 | $225+11.4% | $8,252-97.0% | $348-28.0% |