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 |
|---|---|---|
DA DAVIDSON & CO5 years Filed as: D.A. DAVIDSON & CO. Service code 26 1225 L STREET · LINCOLN, NE 68508 | Advisory (Participants) | $25,047 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 27 · EIN 01-0233346 | Advisory (Plan) | $1,969 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,433 | $99,957+25.5% | $149,696-16.2% | $73,488+70.7% |
| Participation rate | 90.4% | 75.7%+14.7pp | 82.5%+7.9pp | 70.7%+19.7pp |
| Annual return | 24.44% | 53.87%-29.4pp | 276.60%-252.2pp | 28.51%-4.1pp |
| Employer contribution / active EE | $1,907 | $3,191-40.2% | $4,644-58.9% | $2,270-16.0% |
| Participant deferral / active EE | $5,626 | $6,073-7.4% | $6,842-17.8% | $3,740+50.4% |
| Admin fee / account holder | $151 | $551-72.6% | $9,309-98.4% | $513-70.6% |