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.3+ years Filed as: RETIREMENT PLANNING SERVICES INC. Service code 17 P.O. BOX 3789 · LITTLETON, CO 80161 | Pension Consulting | $1,750 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $434 |
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 | $107,726 | $63,346+70.1% | $92,233+16.8% | $70,131+53.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.14% | 530.12%-514.0pp | 176.28%-160.1pp | 73.14%-57.0pp |
| Employer contribution / active EE | $4,562 | $2,471+84.6% | $3,679+24.0% | $2,342+94.8% |
| Participant deferral / active EE | $7,278 | $2,854+155.0% | $3,897+86.8% | $3,332+118.5% |
| Admin fee / account holder | $17 | $3,840-99.5% | $5,194-99.7% | $4,645-99.6% |