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 SERVICES, INC.1+ years Filed as: PENSION SERVICES, INC Service code 10 · EIN 65-0158316 3150 SW 38TH AVENUE · MIAMI, FL 33146 | Accounting | $14,266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,064 | $85,199-53.0% | $57,179-29.9% | $63,975-37.4% |
| Participation rate | 41.6% | 74.0%-32.4pp | 75.3%-33.7pp | 71.1%-29.5pp |
| Annual return | 3.75% | 10.43%-6.7pp | 14.59%-10.8pp | 48.65%-44.9pp |
| Employer contribution / active EE | $1,072 | $3,446-68.9% | $2,682-60.0% | $2,182-50.9% |
| Participant deferral / active EE | $1,296 | $3,109-58.3% | $3,096-58.1% | $3,356-61.4% |
| Admin fee / account holder | $25 | $39-34.5% | $3,139-99.2% | $70-64.1% |