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 |
|---|---|---|
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
PENSERV PLAN SERVICES, INC.4 years Filed as: PENSERV, INC. Service code 49 · EIN 71-0294708 118 N BEDFORD ROAD · MOUNT KISCO, NY 10549 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,273 | $55,472+118.6% | $155,567-22.0% | $74,546+62.7% |
| Participation rate | 90.6% | 61.9%+28.7pp | 78.2%+12.4pp | 67.2%+23.4pp |
| Annual return | 12.52% | 268.72%-256.2pp | 64.74%-52.2pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $5,576 | $2,269+145.7% | $4,674+19.3% | $2,624+112.5% |
| Participant deferral / active EE | $7,193 | $2,838+153.5% | $5,628+27.8% | $4,347+65.5% |
| Admin fee / account holder | $18 | $1,743-98.9% | $15,916-99.9% | $1,944-99.1% |