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 | $44,083 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS CO INC Service code 49 · EIN 39-1894140 | Other Services | $5,851 |
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 | $84,184 | $78,485+7.3% | $106,213-20.7% | $74,495+13.0% |
| Participation rate | 85.8% | 72.8%+13.0pp | 75.3%+10.6pp | 67.2%+18.6pp |
| Annual return | 12.25% | 15.95%-3.7pp | 116.14%-103.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,653 | $2,523-34.5% | $3,171-47.9% | $2,623-37.0% |
| Participant deferral / active EE | $4,798 | $4,322+11.0% | $5,016-4.3% | $4,346+10.4% |
| Admin fee / account holder | $91 | $2,232-95.9% | $11,033-99.2% | $1,942-95.3% |