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-DEALER1 year Filed as: PENSION CONSULTANTS CO., INC. Service code 99 · EIN 04-3298265 | Other Fees | $17,595 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,342 | $35,485+19.3% | $74,550-43.2% | $55,725-24.0% |
| Participation rate | 99.2% | 62.5%+36.7pp | 69.1%+30.1pp | 70.9%+28.4pp |
| Annual return | -6.28% | 0.72%-7.0pp | 32.53%-38.8pp | 244.93%-251.2pp |
| Employer contribution / active EE | $2,356 | $777+203.1% | $1,961+20.1% | $2,078+13.4% |
| Participant deferral / active EE | $4,402 | $2,181+101.8% | $3,108+41.6% | $3,356+31.2% |
| Admin fee / account holder | $72 | $114-36.7% | $5,060-98.6% | $115-37.2% |