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 13 · EIN 42-0127290 | Contract Administrator | $104,620 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC Service code 27 · EIN 43-1685158 | Advisory (Plan) | $29,698 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,398 | $106,236-72.3% | $112,228-73.8% | $64,808-54.6% |
| Participation rate | 96.7% | 71.7%+25.0pp | 75.1%+21.6pp | 71.5%+25.2pp |
| Annual return | -16.42% | -6.02%-10.4pp | 27.45%-43.9pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,118 | $3,166-64.7% | $3,635-69.2% | $2,506-55.4% |
| Participant deferral / active EE | $4,148 | $3,785+9.6% | $4,728-12.3% | $4,310-3.8% |
| Admin fee / account holder | $179 | $452-60.3% | $6,410-97.2% | $188-4.6% |