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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC. Service code 15 74 BATTERSON PARK RD · FARMINGTON, CT 06032 | Recordkeeping | $7,300 |
Service code 37 · EIN 35-0145825 | Loan Processing | $2,565 |
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 | $41,338 | $52,884-21.8% | $84,750-51.2% | $55,167-25.1% |
| Participation rate | 76.9% | 67.5%+9.3pp | 76.6%+0.3pp | 69.0%+7.9pp |
| Annual return | 7.03% | 18.03%-11.0pp | 22.78%-15.8pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,688 | $2,233-24.4% | $3,574-52.8% | $1,963-14.0% |
| Participant deferral / active EE | $2,845 | $2,644+7.6% | $3,712-23.3% | $3,054-6.8% |
| Admin fee / account holder | $144 | $581-75.1% | $5,332-97.3% | $504-71.3% |