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 |
|---|---|---|
PENSION PLAN SERVICES1 year Service code 10 · EIN 38-2154774 | Accounting | $6,196 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,445 | $52,293-57.1% | $178,490-87.4% | $73,409-69.4% |
| Participation rate | 43.1% | 65.3%-22.3pp | 81.9%-38.9pp | 72.2%-29.1pp |
| Annual return | 15.21% | 34.75%-19.5pp | 151.07%-135.9pp | 59.29%-44.1pp |
| Employer contribution / active EE | $205 | $1,735-88.2% | $5,011-95.9% | $2,234-90.8% |
| Participant deferral / active EE | $1,226 | $2,332-47.4% | $5,202-76.4% | $3,805-67.8% |
| Admin fee / account holder | $42 | $127-67.0% | $13,984-99.7% | $158-73.4% |