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 37 · EIN 04-2647786 | Loan Processing | $47,056 |
ADP BROKER-DEALER8+ years Filed as: PENSION CONSULTANTS INC Service code 27 · EIN 43-1685158 | Advisory (Plan) | $24,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,716 | $71,142-40.0% | $119,609-64.3% | $64,808-34.1% |
| Participation rate | 95.5% | 78.6%+16.9pp | 79.3%+16.2pp | 71.5%+24.0pp |
| Annual return | -14.77% | -10.01%-4.8pp | -14.97%+0.2pp | 32.82%-47.6pp |
| Employer contribution / active EE | $1,053 | $2,497-57.8% | $4,232-75.1% | $2,506-58.0% |
| Participant deferral / active EE | $5,484 | $4,490+22.1% | $5,602-2.1% | $4,310+27.2% |
| Admin fee / account holder | $105 | $162-35.3% | $10,323-99.0% | $188-44.1% |