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 ADVISORS9+ years Service code 27 14114 DALLAS PKWY · DALLAS, TX 752541346 | Advisory (Plan) | $152,779 |
Filed as: JOHN HANCOCK RETIRMENT PLAN SRVCS Service code 11 · EIN 01-0233346 | Actuarial | $86,219 |
MOSS ADAMS LLP6 years Service code 10 · EIN 91-0189318 | Accounting | $24,845 |
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 | $282,865-100.0% | $848,047-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 12.4%-12.4pp | 16.7%-16.7pp | 12.4%-12.4pp |
| Annual return | 8.69% | 9.89%-1.2pp | 5.63%+3.1pp | 9.89%-1.2pp |
| Employer contribution / active EE | $33,174 | $14,313+131.8% | $36,086-8.1% | $14,313+131.8% |
| Participant deferral / active EE | $0 | $62-100.0% | $0 | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $0 | $9,084-100.0% |