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 |
|---|---|---|
Service code 26 · EIN 45-3686413 | Advisory (Participants) | $47,179 |
LPL FINANCIAL9 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $9,115 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,778 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,701 | $88,890-30.6% | $102,423-39.8% | $77,643-20.5% |
| Participation rate | 99.2% | 80.9%+18.3pp | 76.5%+22.7pp | 70.6%+28.6pp |
| Annual return | 12.28% | 24.98%-12.7pp | 29.32%-17.0pp | 31.24%-19.0pp |
| Employer contribution / active EE | $2,397 | $2,698-11.1% | $3,023-20.7% | $2,726-12.1% |
| Participant deferral / active EE | $3,169 | $5,145-38.4% | $5,053-37.3% | $4,647-31.8% |
| Admin fee / account holder | $251 | $235+6.7% | $9,451-97.3% | $430-41.7% |