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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS CO., INC. Service code 49 · EIN 39-1894140 | Other Services | $5,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,439 | $62,127+24.6% | $81,382-4.8% | $74,495+4.0% |
| Participation rate | 59.8% | 64.0%-4.2pp | 69.5%-9.7pp | 67.2%-7.4pp |
| Annual return | 15.45% | 16.48%-1.0pp | 24.73%-9.3pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $1,868 | $1,882-0.7% | $2,463-24.1% | $2,623-28.8% |
| Participant deferral / active EE | $4,502 | $3,229+39.4% | $3,883+15.9% | $4,346+3.6% |
| Admin fee / account holder | $9 | $1,934-99.6% | $5,768-99.9% | $1,942-99.6% |