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 |
|---|---|---|
BENEFIT PLANNING CONSULTANTS5+ years Filed as: BENEFIT PLANNING CONSULTANTS INC Service code 17 PO BOX 7500 · CHAMPAIGN, IL 61826 | Pension Consulting | $12,453 |
Filed as: STRIEGEL KNOBLOCH & CO Service code 10 · EIN 31-1122831 | Accounting | $5,750 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,595 |
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 | $33,315 | $86,332-61.4% | $125,175-73.4% | $65,185-48.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 18.83% | 27.43%-8.6pp | 43.79%-25.0pp | 29.38%-10.6pp |
| Employer contribution / active EE | $1,715 | $2,040-15.9% | $3,865-55.6% | $2,177-21.2% |
| Participant deferral / active EE | $2,707 | $3,537-23.5% | $4,937-45.2% | $3,514-23.0% |
| Admin fee / account holder | $281 | $609-53.9% | $9,702-97.1% | $847-66.8% |