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.2+ years Filed as: PENSION SERVICES, INC Service code 10 · EIN 65-0158316 3150 SW 38TH AVENUE · MIAMI, FL 33146 | Accounting | $7,253 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,045 | $92,091-61.9% | $62,995-44.4% | $77,958-55.0% |
| Participation rate | 57.2% | 74.5%-17.2pp | 74.8%-17.6pp | 71.6%-14.4pp |
| Annual return | 12.37% | 16.23%-3.9pp | 87.57%-75.2pp | 20.87%-8.5pp |
| Employer contribution / active EE | $1,211 | $3,424-64.6% | $2,759-56.1% | $2,310-47.6% |
| Participant deferral / active EE | $1,499 | $3,361-55.4% | $3,329-55.0% | $3,537-57.6% |
| Admin fee / account holder | $19 | $48-59.8% | $3,600-99.5% | $97-80.2% |