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 |
|---|---|---|
THE PENSION DEPARTMENT1 year Filed as: THE PENSION DEPARTMENT, INC. Service code 99 · EIN 11-2728120 105 MAXESS RD · MELVILLE, NY 11747 | Other Fees | $30,235 |
Filed as: PRIDA GUIDA AND PEREZ PA Service code 10 · EIN 22-2000222 1106 N FRANKLIN ST · TAMPA, FL 33602 | Accounting | $26,000 |
LPL FINANCIAL3 years Filed as: LION STREET FINANCIAL, LLC Service code 99 · EIN 80-0946231 515 CONGRESS AVE., SUITE 2500 · AUSTIN, TX 78701 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,177 | $34,242+37.8% | $76,523-38.3% | $75,289-37.3% |
| Participation rate | 47.8% | 43.9%+3.9pp | 68.0%-20.2pp | 72.4%-24.6pp |
| Annual return | -4.07% | -0.98%-3.1pp | -0.27%-3.8pp | -0.04%-4.0pp |
| Employer contribution / active EE | $1,177 | $975+20.8% | $2,647-55.5% | $2,405-51.1% |
| Participant deferral / active EE | $2,254 | $1,872+20.4% | $3,835-41.2% | $3,739-39.7% |
| Admin fee / account holder | $67 | $112-40.0% | $4,848-98.6% | $102-34.3% |