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 FINANCIAL6 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,302 | $88,581-13.9% | $145,661-47.6% | $74,304+2.7% |
| Participation rate | 50.2% | 64.9%-14.7pp | 77.2%-27.0pp | 60.3%-10.1pp |
| Annual return | 14.74% | 34.30%-19.6pp | 101.46%-86.7pp | 29.43%-14.7pp |
| Employer contribution / active EE | $0 | $2,612-100.0% | $4,238-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,953 | $4,151-4.8% | $7,198-45.1% | $3,767+4.9% |
| Admin fee / account holder | $24 | $2,953-99.2% | $12,466-99.8% | $2,969-99.2% |