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 Service code 26 7050 N. FRESNO ST. SUITE 105 · FRESNO, CA 93720 | Advisory (Participants) | $68,232 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $982 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,486 | $65,561+166.1% | $91,541+90.6% | $74,304+134.8% |
| Participation rate | 63.5% | 56.6%+6.9pp | 69.8%-6.3pp | 60.3%+3.1pp |
| Annual return | 15.02% | 17.68%-2.7pp | 20.50%-5.5pp | 29.43%-14.4pp |
| Employer contribution / active EE | $2,912 | $1,717+69.6% | $2,505+16.3% | $2,241+29.9% |
| Participant deferral / active EE | $5,313 | $2,918+82.1% | $4,008+32.6% | $3,767+41.0% |
| Admin fee / account holder | $798 | $3,333-76.0% | $6,956-88.5% | $2,969-73.1% |