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 |
|---|---|---|
PENSION PLAN SPECIALISTS, PC3 years Filed as: PENSION PLAN SPECIALISTS, PC. Service code 17 · EIN 26-1505786 | Pension Consulting | $413 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $226 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,340 | $40,174-2.1% | $84,015-53.2% | $67,579-41.8% |
| Participation rate | 82.6% | 62.7%+19.9pp | 69.0%+13.5pp | 71.3%+11.3pp |
| Annual return | 23.11% | 25.82%-2.7pp | 71.31%-48.2pp | 378.56%-355.4pp |
| Employer contribution / active EE | $943 | $808+16.8% | $1,983-52.4% | $2,148-56.1% |
| Participant deferral / active EE | $2,870 | $2,301+24.7% | $3,239-11.4% | $3,539-18.9% |
| Admin fee / account holder | $2 | $128-98.7% | $6,101-100.0% | $142-98.8% |