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 PARAMETERS FINANCIAL2+ years Service code 11 · EIN 13-3343914 SERVICES INC. · ABERDEEN, NJ 07747 | Actuarial | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,012 | $89,739-4.2% | $149,718-42.6% | $62,292+38.1% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 12.39% | 21.01%-8.6pp | 1501.63%-1489.2pp | 28.90%-16.5pp |
| Employer contribution / active EE | $5,508 | $3,233+70.4% | $5,445+1.2% | $2,042+169.7% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $326 | $551-40.9% | $11,283-97.1% | $479-32.0% |