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 | $222 |
PENSION PLAN SPECIALISTS, PC5 years Filed as: PENSION PLAN SPECIALISTS, PC. Service code 17 · EIN 26-1505786 | Pension Consulting | $200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,326 | $50,956-3.2% | $96,562-48.9% | $86,799-43.2% |
| Participation rate | 94.9% | 65.2%+29.7pp | 69.8%+25.1pp | 72.3%+22.6pp |
| Annual return | 15.92% | 21.27%-5.3pp | 37.78%-21.9pp | 97.91%-82.0pp |
| Employer contribution / active EE | $2,240 | $1,111+101.6% | $2,356-5.0% | $2,405-6.9% |
| Participant deferral / active EE | $3,795 | $2,954+28.5% | $3,849-1.4% | $4,131-8.1% |
| Admin fee / account holder | $287 | $166+72.8% | $6,181-95.4% | $170+69.2% |