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-DEALER2 years Filed as: PENSION CONSULTANTS CO., INC. Service code 99 · EIN 39-1894140 | Other Fees | $10,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,427 | $40,174+28.0% | $84,015-38.8% | $67,579-23.9% |
| Participation rate | 98.4% | 62.7%+35.7pp | 69.0%+29.4pp | 71.3%+27.1pp |
| Annual return | 27.70% | 25.82%+1.9pp | 71.31%-43.6pp | 378.56%-350.9pp |
| Employer contribution / active EE | $2,027 | $808+151.0% | $1,983+2.2% | $2,148-5.6% |
| Participant deferral / active EE | $4,159 | $2,301+80.7% | $3,239+28.4% | $3,539+17.5% |
| Admin fee / account holder | $42 | $128-67.3% | $6,101-99.3% | $142-70.5% |