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 |
|---|---|---|
PENSION WORKS, INC.1+ years Service code 17 · EIN 03-0359635 382 HERCULES DRIVE · COLCHESTER, VT 05446 | Pension Consulting | $7,093 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,868 | $46,732-61.8% | $156,549-88.6% | $55,167-67.6% |
| Participation rate | 63.7% | 65.8%-2.1pp | 84.0%-20.3pp | 69.0%-5.3pp |
| Annual return | 10.43% | 17.72%-7.3pp | 32.23%-21.8pp | 169.23%-158.8pp |
| Employer contribution / active EE | $586 | $2,105-72.2% | $5,501-89.3% | $1,963-70.1% |
| Participant deferral / active EE | $1,209 | $2,204-45.2% | $4,871-75.2% | $3,054-60.4% |
| Admin fee / account holder | $110 | $418-73.8% | $13,027-99.2% | $504-78.2% |