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 17 · EIN 62-1038805 | Pension Consulting | $16,331 |
PB MARES4 years Filed as: PB MARES, LLC Service code 10 · EIN 54-0737372 | Accounting | $5,220 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,762 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,848 | $104,475+2.3% | $159,436-33.0% | $79,386+34.6% |
| Participation rate | 78.3% | 76.6%+1.7pp | 82.8%-4.5pp | 70.7%+7.6pp |
| Annual return | 14.74% | 67.95%-53.2pp | 263.57%-248.8pp | 116.85%-102.1pp |
| Employer contribution / active EE | $3,473 | $3,417+1.6% | $4,829-28.1% | $2,427+43.1% |
| Participant deferral / active EE | $9,417 | $6,467+45.6% | $7,352+28.1% | $4,046+132.8% |
| Admin fee / account holder | $620 | $711-12.8% | $10,799-94.3% | $626-1.0% |