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 |
|---|---|---|
Filed as: PENSION PLAN SPECIALISTS Service code 17 · EIN 26-1570786 | Pension Consulting | $7,440 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,325 | $63,053-7.5% | $86,188-32.3% | - |
| Participation rate | 98.8% | 59.8%+39.0pp | 69.0%+29.8pp | - |
| Annual return | 6.58% | 12.64%-6.1pp | 1168.45%-1161.9pp | - |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,380-100.0% | - |
| Participant deferral / active EE | $0 | $3,288-100.0% | $3,985-100.0% | - |
| Admin fee / account holder | $39 | $4,609-99.2% | $6,852-99.4% | - |