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 year Service code 55 · EIN 65-0158316 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,287 | $66,813+21.7% | $100,516-19.1% | $73,488+10.6% |
| Participation rate | 65.1% | 77.5%-12.4pp | 79.4%-14.3pp | 70.7%-5.6pp |
| Annual return | 18.83% | 25.70%-6.9pp | 30.89%-12.1pp | 28.51%-9.7pp |
| Employer contribution / active EE | $1,129 | $2,147-47.4% | $3,418-67.0% | $2,270-50.3% |
| Participant deferral / active EE | $5,039 | $5,883-14.3% | $6,270-19.6% | $3,740+34.8% |
| Admin fee / account holder | $372 | $512-27.4% | $8,081-95.4% | $513-27.5% |