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 |
|---|---|---|
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 80-0709115 690 CANTON ST · WESTWOOD, MA 02090 | Recordkeeping | $41,584 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 20 ENTERPRISE #300 · MISSION VIEJO, CA 92656 | Advisory (Plan) | $24,000 |
Filed as: JASON A PRATTES FINANCIAL INC Service code 27 620 NEWPORT CENTER DR · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $12,889 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,539 | $86,332-29.9% | $125,175-51.6% | $65,185-7.1% |
| Participation rate | 89.9% | 75.3%+14.6pp | 79.8%+10.1pp | 70.2%+19.7pp |
| Annual return | 21.28% | 27.43%-6.2pp | 43.79%-22.5pp | 29.38%-8.1pp |
| Employer contribution / active EE | $1,674 | $2,040-17.9% | $3,865-56.7% | $2,177-23.1% |
| Participant deferral / active EE | $5,436 | $3,537+53.7% | $4,937+10.1% | $3,514+54.7% |
| Admin fee / account holder | $258 | $609-57.6% | $9,702-97.3% | $847-69.5% |