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 LLP7+ years Filed as: PENSION INNOVATIONS & CONSULTING Service code 49 · EIN 34-1944384 | Other Services | $21,009 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,105 | $56,485-30.8% | $185,823-79.0% | $86,799-54.9% |
| Participation rate | 50.4% | 65.5%-15.1pp | 81.7%-31.3pp | 72.3%-21.9pp |
| Annual return | 14.25% | 118.04%-103.8pp | 122.05%-107.8pp | 97.91%-83.7pp |
| Employer contribution / active EE | $461 | $1,843-75.0% | $5,167-91.1% | $2,405-80.8% |
| Participant deferral / active EE | $1,735 | $2,553-32.1% | $5,568-68.8% | $4,131-58.0% |
| Admin fee / account holder | $14 | $150-90.5% | $16,237-99.9% | $170-91.6% |