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 |
|---|---|---|
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 432157157 | Advisory (Participants) | $21,405 |
Filed as: PENSION FINACIAL SERVICES Service code 26 · EIN 58-1485803 3700 CRESTWOOD PKWY NW 550 · DULUTH S, GA 30096 | Advisory (Participants) | $10,261 |
Filed as: PENSION FINANCIAL SERVICES INC. Service code 26 | Advisory (Participants) | $3,293 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,156 | $88,083-49.9% | $164,813-73.2% | $74,495-40.7% |
| Participation rate | 94.4% | 73.0%+21.3pp | 78.6%+15.8pp | 67.2%+27.2pp |
| Annual return | 15.21% | 17.26%-2.1pp | 69.93%-54.7pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $2,829 | $2,593+9.1% | $4,341-34.8% | $2,623+7.9% |
| Participant deferral / active EE | $6,633 | $4,498+47.5% | $6,031+10.0% | $4,346+52.6% |
| Admin fee / account holder | $186 | $2,234-91.7% | $12,690-98.5% | $1,942-90.4% |