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 | $16,316 |
PB MARES5 years Filed as: PB MARES, LLC Service code 10 · EIN 54-0737372 | Accounting | $13,867 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,439 |
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 | $80,208 | $84,487-5.1% | $125,339-36.0% | $66,914+19.9% |
| Participation rate | 79.2% | 76.4%+2.8pp | 82.4%-3.1pp | 69.8%+9.4pp |
| Annual return | -15.84% | -8.39%-7.5pp | 572.05%-587.9pp | 1.58%-17.4pp |
| Employer contribution / active EE | $3,595 | $3,553+1.2% | $4,814-25.3% | $2,544+41.3% |
| Participant deferral / active EE | $9,271 | $6,781+36.7% | $7,446+24.5% | $4,237+118.8% |
| Admin fee / account holder | $584 | $685-14.8% | $10,010-94.2% | $593-1.6% |