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 |
|---|---|---|
BENEFIT PLANNING CONSULTANTS6+ years Filed as: BENEFIT PLANNING CONSULTANTS INC Service code 17 PO BOX 7500 · CHAMPAIGN, IL 61826 | Pension Consulting | $9,763 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,135 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,245 | $81,474-55.5% | $133,956-72.9% | $73,488-50.7% |
| Participation rate | 98.3% | 76.4%+21.9pp | 79.8%+18.4pp | 70.7%+27.6pp |
| Annual return | 14.08% | 19.40%-5.3pp | 45.09%-31.0pp | 28.51%-14.4pp |
| Employer contribution / active EE | $1,881 | $2,209-14.9% | $3,919-52.0% | $2,270-17.2% |
| Participant deferral / active EE | $2,866 | $3,786-24.3% | $5,048-43.2% | $3,740-23.4% |
| Admin fee / account holder | $269 | $713-62.3% | $8,927-97.0% | $513-47.6% |