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 |
|---|---|---|
Service code 99 · EIN 26-2771464 | Other Fees | $39,192 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS CO INC Service code 49 · EIN 39-1894140 | Other Services | $6,229 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,706 | $79,944+7.2% | $98,439-12.9% | $75,163+14.0% |
| Participation rate | 88.8% | 70.4%+18.4pp | 75.2%+13.6pp | 67.2%+21.6pp |
| Annual return | 14.95% | 19.75%-4.8pp | 21.16%-6.2pp | 160.62%-145.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,746 | $3,752+53.1% | $4,738+21.3% | $4,125+39.3% |
| Admin fee / account holder | $70 | $6,840-99.0% | $8,948-99.2% | $5,651-98.8% |