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 LLP10+ years Filed as: PENSION INNOVATIONS & CONSULTING Service code 49 · EIN 34-1944384 | Other Services | $19,647 |
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 | $46,010 | $53,136-13.4% | $155,509-70.4% | $199,593-76.9% |
| Participation rate | 28.4% | 64.1%-35.7pp | 78.2%-49.8pp | 72.0%-43.6pp |
| Annual return | 14.77% | 41.15%-26.4pp | 64.67%-49.9pp | 34.25%-19.5pp |
| Employer contribution / active EE | $257 | $1,851-86.1% | $4,672-94.5% | $3,034-91.5% |
| Participant deferral / active EE | $1,132 | $3,161-64.2% | $5,626-79.9% | $5,087-77.7% |
| Admin fee / account holder | $19 | $185-89.8% | $15,912-99.9% | $269-92.9% |