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.9+ years Service code 27 · EIN 20-4683855 920 FT. DUQUESNE BOULEVARD · PITTSBURGH, PA 15222 | Advisory (Plan) | $17,086 |
Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $12,074 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,065 | $51,576-4.9% | $129,207-62.0% | $80,856-39.3% |
| Participation rate | 97.3% | 57.0%+40.3pp | 69.6%+27.6pp | 67.6%+29.6pp |
| Annual return | 18.46% | 20.81%-2.3pp | 9417.33%-9398.9pp | 35.59%-17.1pp |
| Employer contribution / active EE | $1,980 | $1,584+25.0% | $4,153-52.3% | $2,755-28.1% |
| Participant deferral / active EE | $3,548 | $2,669+32.9% | $4,168-14.9% | $4,296-17.4% |
| Admin fee / account holder | $163 | $4,305-96.2% | $7,715-97.9% | $6,918-97.6% |