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 | $38,168 |
ADP BROKER-DEALER7 years Filed as: PENSION CONSULTANTS INC. Service code 27 300 S. CAMPBELL AVE. · SPRINGFIELD, MO 658062050 | Advisory (Plan) | $34,548 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,213 | $47,126+21.4% | $149,673-61.8% | $74,419-23.1% |
| Participation rate | 92.4% | 63.4%+29.0pp | 78.8%+13.6pp | 70.7%+21.7pp |
| Annual return | 19.66% | 22.75%-3.1pp | 134.42%-114.8pp | 34.38%-14.7pp |
| Employer contribution / active EE | $2,017 | $1,905+5.8% | $4,818-58.1% | $2,637-23.5% |
| Participant deferral / active EE | $2,827 | $2,728+3.6% | $5,680-50.2% | $4,528-37.6% |
| Admin fee / account holder | $238 | $343-30.4% | $13,210-98.2% | $348-31.5% |