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 FINANCIAL4 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,476 | $80,138-32.0% | $130,231-58.2% | $71,457-23.8% |
| Participation rate | 46.8% | 71.0%-24.2pp | 76.3%-29.5pp | 67.9%-21.2pp |
| Annual return | 23.74% | 16.81%+6.9pp | 38.77%-15.0pp | 28.85%-5.1pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $4,126-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,082 | $4,641-33.6% | $6,799-54.7% | $4,289-28.1% |
| Admin fee / account holder | $14 | $1,035-98.6% | $6,020-99.8% | $1,587-99.1% |