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 | $102,439 |
PENSIONS PLUS, INC.5 years Filed as: UB PENSIONS Service code 13 · EIN 36-4517541 | Contract Administrator | $72,679 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,147 | $50,815-5.2% | $155,509-69.0% | $77,643-38.0% |
| Participation rate | 92.2% | 63.1%+29.1pp | 78.2%+14.0pp | 70.6%+21.7pp |
| Annual return | 12.25% | 34.80%-22.6pp | 64.67%-52.4pp | 31.24%-19.0pp |
| Employer contribution / active EE | $1,380 | $1,993-30.8% | $4,672-70.5% | $2,726-49.4% |
| Participant deferral / active EE | $5,223 | $2,822+85.1% | $5,626-7.2% | $4,647+12.4% |
| Admin fee / account holder | $213 | $437-51.2% | $15,912-98.7% | $430-50.5% |