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.2+ years Filed as: RETIREMENT PLANNING SERVICES INC. Service code 17 7100 E. BELLEVIEW AVE., STE 300 · GREENWOOD VILLAGE, CO 80111 | Pension Consulting | $1,500 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $484 |
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 | $89,980 | $52,884+70.1% | $84,750+6.2% | $55,167+63.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 7.75% | 18.03%-10.3pp | 22.78%-15.0pp | 169.23%-161.5pp |
| Employer contribution / active EE | $6,049 | $2,233+170.8% | $3,574+69.2% | $1,963+208.2% |
| Participant deferral / active EE | $5,742 | $2,644+117.2% | $3,712+54.7% | $3,054+88.0% |
| Admin fee / account holder | $15 | $581-97.4% | $5,332-99.7% | $504-96.9% |