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 |
|---|---|---|
RTW FINANCIAL ADVISORS10+ years Service code 27 14114 DALLAS PKWY · DALLAS, TX 752541346 | Advisory (Plan) | $174,930 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIRMENT PLAN SRVCS Service code 11 · EIN 01-0233346 | Actuarial | $61,887 |
MOSS ADAMS LLP7 years Service code 10 · EIN 91-0189318 | Accounting | $27,950 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $943,036-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.0%-11.0pp | 9.1%-9.1pp | 11.0%-11.0pp |
| Annual return | 6.02% | 8.23%-2.2pp | 5.62%+0.4pp | 8.23%-2.2pp |
| Employer contribution / active EE | $26,397 | $13,859+90.5% | $37,825-30.2% | $13,859+90.5% |
| Participant deferral / active EE | $0 | $61-100.0% | $0 | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $0 | $1,652-100.0% |