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 17 805 BROADWAY STE 600 · VANCOUVER, WA 98660 | Pension Consulting | $8,337 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,216 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,035 | $80,724-60.3% | $103,333-69.0% | $74,495-57.0% |
| Participation rate | 93.2% | 65.7%+27.5pp | 74.5%+18.7pp | 67.2%+26.0pp |
| Annual return | 17.49% | 27.56%-10.1pp | 24.88%-7.4pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,486 | $3,860+42.1% | $5,057+8.5% | $4,346+26.2% |
| Admin fee / account holder | $290 | $2,368-87.8% | $8,355-96.5% | $1,942-85.1% |