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.8+ years Service code 27 · EIN 20-4683855 920 FT. DUQUESNE BOULEVARD · PITTSBURGH, PA 15222 | Advisory (Plan) | $17,475 |
Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $11,920 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,705 | $49,173-15.2% | $121,098-65.6% | $75,163-44.5% |
| Participation rate | 97.6% | 55.4%+42.2pp | 69.5%+28.1pp | 67.2%+30.4pp |
| Annual return | 14.73% | 55.99%-41.3pp | 985.75%-971.0pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,712 | $1,546+10.8% | $4,164-58.9% | $2,670-35.9% |
| Participant deferral / active EE | $2,987 | $2,628+13.7% | $4,080-26.8% | $4,125-27.6% |
| Admin fee / account holder | $165 | $3,942-95.8% | $5,644-97.1% | $5,651-97.1% |