Filed December 13, 2018
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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS, INC Service code 49 | Other Services | $6,422 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS Service code 49 10 WATERSIDE DRIVE, SUITE 200 · FARMINGTON, CT 06032 | Other Services | $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 | $73,181 | $55,415+32.1% | $155,509-52.9% | $74,495-1.8% |
| Participation rate | 69.8% | 61.9%+7.9pp | 78.2%-8.3pp | 67.2%+2.6pp |
| Annual return | 15.15% | 268.50%-253.3pp | 64.67%-49.5pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,867 | $2,267-17.6% | $4,672-60.0% | $2,623-28.8% |
| Participant deferral / active EE | $3,334 | $2,836+17.6% | $5,626-40.7% | $4,346-23.3% |
| Admin fee / account holder | $36 | $1,738-97.9% | $15,912-99.8% | $1,942-98.1% |