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 |
|---|---|---|
PENSIONS PLUS, INC.6+ years Service code 13 · EIN 87-0552653 | Contract Administrator | $5,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,895 | $81,474-20.3% | $133,956-51.6% | $73,488-11.7% |
| Participation rate | 98.3% | 76.4%+22.0pp | 79.8%+18.5pp | 70.7%+27.6pp |
| Annual return | 13.81% | 19.40%-5.6pp | 45.09%-31.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $5,252 | $2,209+137.7% | $3,919+34.0% | $2,270+131.4% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $24 | $713-96.7% | $8,927-99.7% | $513-95.4% |