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 |
|---|---|---|
RETIREMENT PLANNING SERVICES, INC.1+ years Filed as: RETIREMENT PLANNING SERVICES INC. Service code 17 7100 E. BELLEVIEW AVE., STE 300 · GREENWOOD VILLAGE, CO 80111 | Pension Consulting | $1,189 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $474 |
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 | $89,112 | $52,681+69.2% | $75,781+17.6% | $59,632+49.4% |
| Participation rate | 96.8% | 67.2%+29.6pp | 75.8%+21.0pp | 68.7%+28.1pp |
| Annual return | 0.61% | 2.95%-2.3pp | 9.68%-9.1pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $3,440 | $2,193+56.8% | $3,323+3.5% | $2,203+56.2% |
| Participant deferral / active EE | $5,106 | $2,591+97.1% | $3,651+39.8% | $3,192+60.0% |
| Admin fee / account holder | $15 | $3,610-99.6% | $5,299-99.7% | $4,297-99.6% |