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: ASCENSUS, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $29,883 |
PKF O'CONNOR DAVIES, LLP3 years Filed as: PKF SAN DIEGO, LLP Service code 10 · EIN 81-3391684 | Accounting | $13,000 |
RICHARD PROCHAZKA7+ years Service code 29 · EIN 95-3722191 | Legal | $8,940 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $10,828 | $27,641-60.8% | $61,373-82.4% | $68,494-84.2% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -17.81% | -13.24%-4.6pp | 338.61%-356.4pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,692 | $695+143.2% | $1,159+45.9% | $2,596-34.8% |
| Participant deferral / active EE | $727 | $1,263-42.4% | $2,125-65.8% | $4,027-81.9% |
| Admin fee / account holder | $169 | $2,010-91.6% | $2,130-92.1% | $5,403-96.9% |