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 9-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 |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $14,683 |
Filed as: JANET A PANEBIANCO, CPA, PLLC Service code 13 · EIN 71-1039549 | Contract Administrator | $6,909 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,230 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,218 | $122,239-39.3% | $184,200-59.7% | $74,546-0.4% |
| Participation rate | 90.3% | 85.5%+4.8pp | 86.8%+3.4pp | 67.2%+23.1pp |
| Annual return | 17.73% | 19.95%-2.2pp | 28.80%-11.1pp | 1366.03%-1348.3pp |
| Employer contribution / active EE | $4,903 | $4,537+8.1% | $6,424-23.7% | $2,624+86.8% |
| Participant deferral / active EE | $9,763 | $7,139+36.8% | $9,132+6.9% | $4,347+124.6% |
| Admin fee / account holder | $131 | $1,260-89.6% | $13,907-99.1% | $1,944-93.2% |