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 | $37,653 |
ADP BROKER-DEALER6 years Filed as: PENSION CONSULTANTS INC. Service code 27 300 S. CAMPBELL AVE. · SPRINGFIELD, MO 658062050 | Advisory (Plan) | $37,335 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,370 | $46,292+4.5% | $143,757-66.4% | $64,808-25.4% |
| Participation rate | 93.1% | 64.2%+28.9pp | 80.3%+12.8pp | 71.5%+21.7pp |
| Annual return | -18.66% | -10.05%-8.6pp | -0.04%-18.6pp | 32.82%-51.5pp |
| Employer contribution / active EE | $1,854 | $1,910-2.9% | $4,951-62.5% | $2,506-26.0% |
| Participant deferral / active EE | $2,756 | $2,646+4.2% | $5,637-51.1% | $4,310-36.1% |
| Admin fee / account holder | $233 | $154+51.5% | $14,673-98.4% | $188+24.0% |