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 LLP2+ years Filed as: PENSION PLANNING CONSULTANTS INC Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD NE SUITE 100 · ALBUQUERQUE, NM 87110 | Other fees; Claims processing; Partic... | $7,083 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,848 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,619 | $79,171-76.5% | $102,423-81.8% | $74,495-75.0% |
| Participation rate | 88.0% | 74.8%+13.2pp | 76.5%+11.5pp | 67.2%+20.8pp |
| Annual return | 13.94% | 54.93%-41.0pp | 29.32%-15.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,181 | $2,362-7.7% | $3,023-27.9% | $2,623-16.8% |
| Participant deferral / active EE | $3,985 | $4,415-9.7% | $5,053-21.1% | $4,346-8.3% |
| Admin fee / account holder | $280 | $2,001-86.0% | $9,451-97.0% | $1,942-85.6% |