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 |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $1,416 |
ADP BROKER-DEALER3+ years Filed as: PENSION CONSULTANTS CO., INC. Service code 49 · EIN 39-1894140 1585 ALLOUEZ AVE SUITE 3 · GREEN BAY, WI 54311 | Other Services | $990 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,724 | $53,925-28.2% | $75,670-48.8% | $69,631-44.4% |
| Participation rate | 53.4% | 71.2%-17.8pp | 72.3%-18.9pp | 70.7%-17.3pp |
| Annual return | 16.28% | 17.84%-1.6pp | 27.34%-11.1pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $1,145 | $1,802-36.5% | $2,352-51.3% | $2,032-43.7% |
| Participant deferral / active EE | $1,938 | $2,569-24.6% | $3,142-38.3% | $3,224-39.9% |
| Admin fee / account holder | $17 | $97-82.4% | $5,800-99.7% | $110-84.5% |