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-DEALER3 years Filed as: PENSION CONSULTANTS CO., INC. Service code 99 · EIN 39-1894140 | Other Fees | $12,950 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,192 | $64,286-17.3% | $90,951-41.5% | $73,409-27.5% |
| Participation rate | 90.2% | 63.6%+26.6pp | 69.0%+21.2pp | 72.2%+18.0pp |
| Annual return | 24.76% | 21.45%+3.3pp | 134.60%-109.8pp | 59.29%-34.5pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,053 | $2,453+65.2% | $3,373+20.2% | $3,805+6.5% |
| Admin fee / account holder | $38 | $287-86.8% | $5,959-99.4% | $158-76.0% |