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 12 · EIN 48-1205033 | Recordkeeping fees; Float revenue; Su... | $71,339 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS INC Service code 27 300 S CAMPBELL AVE. · SPRINGFIELD, MO 65806 | Advisory (Plan) | $10,419 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,967 | $75,388-65.6% | $123,544-79.0% | $55,725-53.4% |
| Participation rate | 85.7% | 75.7%+10.0pp | 82.3%+3.4pp | 70.9%+14.8pp |
| Annual return | -4.27% | 4.48%-8.8pp | 119.20%-123.5pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,655 | $3,063-46.0% | $4,628-64.2% | $2,078-20.4% |
| Participant deferral / active EE | $1,833 | $5,651-67.6% | $6,426-71.5% | $3,356-45.4% |
| Admin fee / account holder | $128 | $120+6.8% | $9,284-98.6% | $115+11.1% |