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 LLP9+ years Filed as: PENSION INNOVATIONS & CONSULTING Service code 49 · EIN 34-1944384 | Other Services | $12,256 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,750 | $50,127-14.7% | $149,673-71.4% | $80,160-46.7% |
| Participation rate | 28.7% | 64.3%-35.6pp | 78.8%-50.1pp | 72.9%-44.2pp |
| Annual return | 18.07% | 29.82%-11.8pp | 134.42%-116.4pp | 40.38%-22.3pp |
| Employer contribution / active EE | $241 | $1,865-87.1% | $4,818-95.0% | $2,978-91.9% |
| Participant deferral / active EE | $1,062 | $3,194-66.8% | $5,680-81.3% | $5,017-78.8% |
| Admin fee / account holder | $17 | $153-88.8% | $13,210-99.9% | $145-88.2% |