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 | $48,245 |
ADP BROKER-DEALER5 years Filed as: PENSION CONSULTANTS INC. Service code 27 300 S. CAMPBELL AVE. · SPRINGFIELD, MO 658062050 | Advisory (Plan) | $37,087 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,128 | $56,485+8.2% | $185,823-67.1% | $86,799-29.6% |
| Participation rate | 91.6% | 65.5%+26.2pp | 81.7%+9.9pp | 72.3%+19.4pp |
| Annual return | 16.44% | 118.04%-101.6pp | 122.05%-105.6pp | 97.91%-81.5pp |
| Employer contribution / active EE | $1,803 | $1,843-2.1% | $5,167-65.1% | $2,405-25.0% |
| Participant deferral / active EE | $2,442 | $2,553-4.4% | $5,568-56.1% | $4,131-40.9% |
| Admin fee / account holder | $274 | $150+83.4% | $16,237-98.3% | $170+61.8% |