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 |
|---|---|---|
ADVANCED PLAN DESIGNS, LLC4 years Service code 15 · EIN 45-1665651 620 W. REPUBLIC RD, STE 105 · SPRINGFIELD, MO 65807 | Recordkeeping | $27,594 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,650 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,505 | $85,135-34.8% | $98,907-43.9% | $73,409-24.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 6.89% | 19.14%-12.2pp | 196.43%-189.5pp | 59.29%-52.4pp |
| Employer contribution / active EE | $2,339 | $2,721-14.0% | $2,689-13.0% | $2,234+4.7% |
| Participant deferral / active EE | $3,741 | $4,349-14.0% | $4,244-11.9% | $3,805-1.7% |
| Admin fee / account holder | $270 | $139+94.0% | $6,642-95.9% | $158+71.1% |