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 |
|---|---|---|
PENSION FINANCIAL SERVICES, INC.10+ years Filed as: PENSION FINANCIAL SERVICES, INC Service code 13 · EIN 58-1485803 | Contract Administrator | $13,085 |
Filed as: IRON FIDUCIARY Service code 51 · EIN 99-9552241 | Investment Mgmt Fees | $11,810 |
LAMON & STERN INC9 years Filed as: LAMON & STERN Service code 22 4200 NORTHSIDE PKWY BLDG 4 STE 300 · ATLANTA, GA 303270000 | Insurance Broker | $2,172 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,406 | $34,934+35.7% | $56,411-16.0% | $74,495-36.4% |
| Participation rate | 77.7% | 32.8%+44.9pp | 52.5%+25.3pp | 67.2%+10.5pp |
| Annual return | 10.73% | 25.94%-15.2pp | 1701.33%-1690.6pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $1,038 | $609+70.4% | $1,039-0.1% | $2,623-60.4% |
| Participant deferral / active EE | $2,959 | $1,170+152.8% | $1,952+51.6% | $4,346-31.9% |
| Admin fee / account holder | $62 | $2,364-97.4% | $2,829-97.8% | $1,942-96.8% |