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 |
|---|---|---|
ASCENSUS LLC3 years Filed as: MEANS & ASSOCIATES Service code 17 · EIN 81-3396218 | Pension Consulting | $31,966 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF, LLP Service code 10 · EIN 81-3391684 | Accounting | $16,000 |
RICHARD PROCHAZKA4+ years Service code 29 · EIN 95-3722191 | Legal | $9,560 |
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 | $15,009 | $108,642-86.2% | $74,701-79.9% | $152,861-90.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 3.65% | 114.06%-110.4pp | 752.92%-749.3pp | 345.32%-341.7pp |
| Employer contribution / active EE | $2,638 | $1,503+75.6% | $1,084+143.5% | $4,762-44.6% |
| Participant deferral / active EE | $729 | $2,712-73.1% | $1,964-62.9% | $5,850-87.5% |
| Admin fee / account holder | $190 | $4,902-96.1% | $3,333-94.3% | $11,596-98.4% |