See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC Service code 27 · EIN 43-1685158 | Advisory (Plan) | $43,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,128 |
HOGANTAYLOR LLP1 year Service code 10 · EIN 73-1413977 | Accounting | $19,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,452 | $99,078-57.2% | $96,544-56.0% | $74,419-43.0% |
| Participation rate | 95.6% | 80.7%+14.9pp | 76.0%+19.6pp | 70.7%+24.8pp |
| Annual return | 15.47% | 22.48%-7.0pp | 25.84%-10.4pp | 34.38%-18.9pp |
| Employer contribution / active EE | $1,864 | $2,570-27.5% | $2,965-37.1% | $2,637-29.3% |
| Participant deferral / active EE | $2,900 | $4,933-41.2% | $4,851-40.2% | $4,528-36.0% |
| Admin fee / account holder | $181 | $225-19.4% | $8,252-97.8% | $348-47.9% |