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 48-1205033 | Recordkeeping | $39,918 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS INC. Service code 27 300 S. CAMPBELL AVE. · SPRINGFIELD, MO 658062050 | Advisory (Plan) | $32,718 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,247 | $52,293-0.1% | $178,490-70.7% | $73,409-28.8% |
| Participation rate | 85.6% | 65.3%+20.3pp | 81.9%+3.7pp | 72.2%+13.4pp |
| Annual return | 20.81% | 34.75%-13.9pp | 151.07%-130.3pp | 59.29%-38.5pp |
| Employer contribution / active EE | $1,575 | $1,735-9.2% | $5,011-68.6% | $2,234-29.5% |
| Participant deferral / active EE | $2,236 | $2,332-4.1% | $5,202-57.0% | $3,805-41.3% |
| Admin fee / account holder | $214 | $127+68.2% | $13,984-98.5% | $158+35.7% |