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.2+ years Service code 17 · EIN 03-0359635 382 HERCULES DRIVE · COLCHESTER, VT 05446 | Pension Consulting | $6,211 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,675 | $55,453-66.3% | $170,442-89.0% | $62,292-70.0% |
| Participation rate | 66.1% | 66.4%-0.3pp | 83.6%-17.5pp | 69.5%-3.4pp |
| Annual return | 11.75% | 21.38%-9.6pp | 205.93%-194.2pp | 28.90%-17.1pp |
| Employer contribution / active EE | $547 | $2,164-74.7% | $5,433-89.9% | $2,042-73.2% |
| Participant deferral / active EE | $1,236 | $2,303-46.3% | $4,939-75.0% | $3,169-61.0% |
| Admin fee / account holder | $99 | $455-78.4% | $13,880-99.3% | $479-79.4% |