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 & CO8 years Filed as: D.A. DAVIDSON & CO. Service code 26 · EIN 81-0139474 | Advisory (Participants) | $27,967 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 27 · EIN 01-0233346 | Advisory (Plan) | $7,237 |
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 | $104,483 | $91,407+14.3% | $135,903-23.1% | $71,457+46.2% |
| Participation rate | 92.3% | 75.7%+16.7pp | 81.9%+10.4pp | 67.9%+24.4pp |
| Annual return | 18.19% | 29.90%-11.7pp | 68.23%-50.0pp | 28.85%-10.7pp |
| Employer contribution / active EE | $1,145 | $3,703-69.1% | $4,856-76.4% | $2,588-55.8% |
| Participant deferral / active EE | $6,678 | $7,092-5.8% | $7,758-13.9% | $4,289+55.7% |
| Admin fee / account holder | $180 | $1,266-85.8% | $10,762-98.3% | $1,587-88.7% |