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 FINANCIAL3 years Service code 11 · EIN 13-3343914 SERVICES, INC. · ABERDEEN, NJ 07747 | Actuarial | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,364 | $69,848-37.9% | $115,756-62.5% | $66,914-35.2% |
| Participation rate | 44.7% | 70.6%-26.0pp | 77.1%-32.4pp | 69.8%-25.1pp |
| Annual return | -18.40% | 969.66%-988.1pp | 143.14%-161.5pp | 1.58%-20.0pp |
| Employer contribution / active EE | $0 | $2,613-100.0% | $3,793-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,878 | $4,274-32.7% | $6,254-54.0% | $4,237-32.1% |
| Admin fee / account holder | $8 | $337-97.7% | $8,124-99.9% | $593-98.7% |