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 15 · EIN 84-0679073 | Recordkeeping | $107,981 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 3700 CRESTWOOD PARKWAY · DULUTH, GA 30096 | Contract Administrator | $33,421 |
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $33,421 |
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 | $86,238 | $86,2250% | $146,665-41.2% | $86,799-0.6% |
| Participation rate | 91.5% | 78.0%+13.5pp | 80.1%+11.5pp | 72.3%+19.2pp |
| Annual return | 14.50% | 31.23%-16.7pp | 22.74%-8.2pp | 97.91%-83.4pp |
| Employer contribution / active EE | $1,865 | $2,392-22.0% | $4,136-54.9% | $2,405-22.5% |
| Participant deferral / active EE | $5,754 | $4,245+35.5% | $5,506+4.5% | $4,131+39.3% |
| Admin fee / account holder | $212 | $195+8.5% | $10,280-97.9% | $170+25.0% |