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 | $58,205 |
ADP BROKER-DEALER9+ 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 | $49,036 | $91,372-46.3% | $129,995-62.3% | $74,419-34.1% |
| Participation rate | 94.1% | 77.8%+16.3pp | 78.5%+15.6pp | 70.7%+23.3pp |
| Annual return | 17.46% | 23.21%-5.7pp | -137.18%+154.6pp | 34.38%-16.9pp |
| Employer contribution / active EE | $1,285 | $2,563-49.9% | $4,320-70.3% | $2,637-51.3% |
| Participant deferral / active EE | $5,972 | $4,721+26.5% | $5,820+2.6% | $4,528+31.9% |
| Admin fee / account holder | $115 | $283-59.5% | $10,614-98.9% | $348-67.0% |