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.
| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1+ years Filed as: PENSION PLANNING CONSULTANTS INC Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD NE SUITE 100 · ALBUQUERQUE, NM 87110 | Other fees; Participant loan processi... | $2,500 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $996 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,113 | $76,050-78.8% | $96,544-83.3% | $71,457-77.5% |
| Participation rate | 82.1% | 74.4%+7.7pp | 76.0%+6.2pp | 67.9%+14.2pp |
| Annual return | 0.00% | 22.81%-22.8pp | 25.84%-25.8pp | 28.85%-28.8pp |
| Employer contribution / active EE | $1,758 | $2,244-21.7% | $2,965-40.7% | $2,588-32.1% |
| Participant deferral / active EE | $3,111 | $4,215-26.2% | $4,851-35.9% | $4,289-27.5% |
| Admin fee / account holder | $166 | $2,707-93.9% | $8,252-98.0% | $1,587-89.6% |