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 12 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Named fiduciary; Participant loan pro... | $41,702 |
Filed as: PENSION INVESTORS CORPORATION OF OR Service code 13 · EIN 59-2166422 220 E CENTRAL PARKWAY · ALTAMONTE SPRINGS, FL 32701 | Contract Administrator | $6,178 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $116,705 | $69,362+68.3% | $101,248+15.3% | $73,488+58.8% |
| Participation rate | 44.7% | 68.4%-23.7pp | 75.8%-31.1pp | 70.7%-26.0pp |
| Annual return | 13.02% | 18.46%-5.4pp | 46.47%-33.5pp | 28.51%-15.5pp |
| Employer contribution / active EE | $252 | $2,628-90.4% | $3,660-93.1% | $2,270-88.9% |
| Participant deferral / active EE | $2,781 | $3,300-15.7% | $4,370-36.4% | $3,740-25.6% |
| Admin fee / account holder | $674 | $704-4.2% | $5,945-88.7% | $513+31.4% |