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 |
|---|---|---|
Service code 26 · EIN 20-4751585 | Advisory (Participants) | $33,336 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS, INC. Service code 26 · EIN 06-1504963 | Advisory (Participants) | $900 |
THE VANGUARD GROUP, INC.2 years Service code 26 · EIN 23-1945930 | Advisory (Participants) | $865 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $126,427 | $65,376+93.4% | $87,100+45.2% | $65,185+94.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 5.92% | 31.27%-25.3pp | 28.19%-22.3pp | 29.38%-23.5pp |
| Employer contribution / active EE | $5,877 | $1,822+222.5% | $2,521+133.1% | $2,177+170.0% |
| Participant deferral / active EE | $9,729 | $3,388+187.1% | $4,049+140.3% | $3,514+176.9% |
| Admin fee / account holder | $193 | $520-62.9% | $7,497-97.4% | $847-77.2% |