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 & CO6 years Filed as: D.A. DAVIDSON & CO. Service code 26 1225 L STREET · LINCOLN, NE 68508 | Advisory (Participants) | $32,351 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 27 · EIN 01-0233346 | Advisory (Plan) | $8,566 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $133,181 | $104,475+27.5% | $159,436-16.5% | $79,386+67.8% |
| Participation rate | 90.2% | 76.6%+13.6pp | 82.8%+7.4pp | 70.7%+19.5pp |
| Annual return | 13.22% | 67.95%-54.7pp | 263.57%-250.3pp | 116.85%-103.6pp |
| Employer contribution / active EE | $1,742 | $3,417-49.0% | $4,829-63.9% | $2,427-28.3% |
| Participant deferral / active EE | $6,476 | $6,467+0.1% | $7,352-11.9% | $4,046+60.1% |
| Admin fee / account holder | $215 | $711-69.7% | $10,799-98.0% | $626-65.6% |