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) | $24,169 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $4,499 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $794 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,049 | $88,890-35.8% | $102,423-44.3% | $77,643-26.5% |
| Participation rate | 63.9% | 80.9%-17.0pp | 76.5%-12.6pp | 70.6%-6.6pp |
| Annual return | 13.88% | 24.98%-11.1pp | 29.32%-15.4pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,913 | $2,698-29.1% | $3,023-36.7% | $2,726-29.8% |
| Participant deferral / active EE | $2,988 | $5,145-41.9% | $5,053-40.9% | $4,647-35.7% |
| Admin fee / account holder | $224 | $235-4.8% | $9,451-97.6% | $430-47.9% |