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 ASSURANCE LLP4 years Filed as: PENSION & WEALTH MANAGEMENT ADVISOR Service code 51 800 SOUTH STREET · WALTHAM, MA 02453 | Investment Mgmt Fees | $50,259 |
Service code 13 · EIN 16-1503696 | Contract Administrator | $27,261 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,828 | $55,472+25.9% | $155,567-55.1% | $74,546-6.3% |
| Participation rate | 65.2% | 61.9%+3.3pp | 78.2%-13.0pp | 67.2%-2.0pp |
| Annual return | 11.30% | 268.72%-257.4pp | 64.74%-53.4pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $1,464 | $2,269-35.5% | $4,674-68.7% | $2,624-44.2% |
| Participant deferral / active EE | $4,075 | $2,838+43.6% | $5,628-27.6% | $4,347-6.3% |
| Admin fee / account holder | $497 | $1,743-71.5% | $15,916-96.9% | $1,944-74.4% |