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 |
|---|---|---|
NATIONAL PENSION CONSULTANTS LLC7+ years Service code 49 · EIN 45-0478171 2435 ROUTE 6 · BREWSTER, NY 10509 | Other Services | $5,828 |
ROBERT KELLMAN2 years Service code 99 · EIN 06-1385138 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,108 | $104,475+70.5% | $159,436+11.7% | $79,386+124.4% |
| Participation rate | 85.0% | 76.6%+8.3pp | 82.8%+2.1pp | 70.7%+14.3pp |
| Annual return | 15.01% | 67.95%-52.9pp | 263.57%-248.6pp | 116.85%-101.8pp |
| Employer contribution / active EE | $1,720 | $3,417-49.7% | $4,829-64.4% | $2,427-29.1% |
| Participant deferral / active EE | $8,893 | $6,467+37.5% | $7,352+21.0% | $4,046+119.8% |
| Admin fee / account holder | $58 | $711-91.9% | $10,799-99.5% | $626-90.8% |