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 LLP8+ years Filed as: PENSION INNOVATIONS & CONSULTING Service code 49 · EIN 34-1944384 | Other Services | $12,209 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,733 | $45,000-25.0% | $143,757-76.5% | $77,904-56.7% |
| Participation rate | 29.2% | 66.8%-37.7pp | 80.3%-51.1pp | 73.7%-44.5pp |
| Annual return | -15.75% | 29.03%-44.8pp | -0.04%-15.7pp | 12.21%-28.0pp |
| Employer contribution / active EE | $271 | $1,870-85.5% | $4,951-94.5% | $2,848-90.5% |
| Participant deferral / active EE | $1,067 | $3,157-66.2% | $5,637-81.1% | $4,806-77.8% |
| Admin fee / account holder | $13 | $98-86.6% | $14,673-99.9% | $133-90.1% |