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 |
|---|---|---|
HENDERSON BROS. RET. PLAN SERV.7+ years Service code 27 · EIN 20-4683855 920 FT. DUQUESNE BOULEVARD · PITTSBURGH, PA 15222 | Advisory (Plan) | $20,069 |
Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $13,592 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,791 | $46,674-8.3% | $117,472-63.6% | $68,494-37.5% |
| Participation rate | 98.8% | 56.8%+42.0pp | 70.6%+28.2pp | 67.9%+30.9pp |
| Annual return | -15.79% | -14.52%-1.3pp | 29.74%-45.5pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,898 | $1,505+26.2% | $4,176-54.5% | $2,596-26.9% |
| Participant deferral / active EE | $3,384 | $2,636+28.4% | $4,070-16.9% | $4,027-16.0% |
| Admin fee / account holder | $193 | $4,020-95.2% | $5,645-96.6% | $5,403-96.4% |