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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.
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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 |
|---|---|---|
PENSIONS PLUS, INC.7+ years Service code 13 · EIN 87-0552653 | Contract Administrator | $5,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,127 | $93,182-11.9% | $146,665-44.0% | $79,386+3.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 23.09% | 21.61%+1.5pp | 22.74%+0.3pp | 116.85%-93.8pp |
| Employer contribution / active EE | $7,867 | $2,420+225.1% | $4,136+90.2% | $2,427+224.1% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $21 | $585-96.5% | $10,280-99.8% | $626-96.7% |