Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $7,490 |
Service code 26 | Advisory (Participants) | $1,404 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 26 3700 CRESTWOOD PARKWAY · DULUTH, GA 30096 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,536 | $80,731-2.7% | $103,374-24.0% | $74,546+5.4% |
| Participation rate | 62.1% | 65.7%-3.6pp | 74.5%-12.4pp | 67.2%-5.1pp |
| Annual return | 11.72% | 27.56%-15.8pp | 24.89%-13.2pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $3,052 | $3,158-3.3% | $3,869-21.1% | $2,624+16.3% |
| Participant deferral / active EE | $5,214 | $3,860+35.1% | $5,058+3.1% | $4,347+19.9% |
| Admin fee / account holder | $126 | $2,369-94.7% | $8,394-98.5% | $1,944-93.5% |