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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,279 |
PENSION PLAN SPECIALISTS, PC3 years Service code 10 805 BROADWAY, SUITE 600 · VANCOUVER, WA 98660 | Accounting | $1,550 |
Filed as: LASALLE ST SECURITIES, LLC Service code 28 940 N INDUSTRIAL DRIVE · ELMHURST, IL 60126 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,875 | $121,341-68.8% | $189,513-80.0% | $79,386-52.3% |
| Participation rate | 75.2% | 86.1%-10.9pp | 87.8%-12.6pp | 70.7%+4.5pp |
| Annual return | -12.97% | 21.08%-34.1pp | 555.15%-568.1pp | 116.85%-129.8pp |
| Employer contribution / active EE | $1,149 | $3,915-70.6% | $6,162-81.3% | $2,427-52.7% |
| Participant deferral / active EE | $4,893 | $6,395-23.5% | $8,221-40.5% | $4,046+20.9% |
| Admin fee / account holder | $296 | $651-54.5% | $12,045-97.5% | $626-52.7% |