See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $93,333 |
PENSIONS PLUS, INC.4 years Filed as: UB PENSIONS Service code 13 · EIN 36-4517541 | Contract Administrator | $63,761 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,164 | $47,126-2.0% | $149,673-69.2% | $74,419-38.0% |
| Participation rate | 83.9% | 63.4%+20.5pp | 78.8%+5.1pp | 70.7%+13.1pp |
| Annual return | 14.85% | 22.75%-7.9pp | 134.42%-119.6pp | 34.38%-19.5pp |
| Employer contribution / active EE | $1,225 | $1,905-35.7% | $4,818-74.6% | $2,637-53.5% |
| Participant deferral / active EE | $4,410 | $2,728+61.7% | $5,680-22.4% | $4,528-2.6% |
| Admin fee / account holder | $216 | $343-37.1% | $13,210-98.4% | $348-38.0% |