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 8-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 SPECIALISTS, PC4 years Filed as: PENSION PLAN SPECIALISTS Service code 17 · EIN 26-1570786 805 BROADWAY, STE 600 · VANCOUVER, WA 98660 | Pension Consulting | $24,410 |
CENTAURUS FINANCIAL INC4 years Filed as: CENTAURUS FINANCIAL, INC. Service code 22 2300 E KATELLA AVE · ANAHEIM, CA 92806 | Insurance Broker | $18,012 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES, INC. Service code 22 95 GLASTONBURY BLVD, STE 102 · GLASTONBURY, CT 06033 | Insurance Broker | $12,274 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,608 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,141 | $102,317-39.3% | $146,958-57.7% | $80,856-23.1% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 34.06% | 134.76%-100.7pp | 418.34%-384.3pp | 35.59%-1.5pp |
| Employer contribution / active EE | $4,158 | $3,713+12.0% | $4,933-15.7% | $2,755+50.9% |
| Participant deferral / active EE | $10,984 | $6,644+65.3% | $8,070+36.1% | $4,296+155.7% |
| Admin fee / account holder | $341 | $7,941-95.7% | $12,998-97.4% | $6,918-95.1% |