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 8-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 LLP1+ years Filed as: PENSION INNOVATIONS & CONSULTING Service code 17 · EIN 34-1944384 7558 KING'S POINTE ROAD · TOLEDO, OH 43617 | Pension Consulting | $760 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $225 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,260 | $67,606-90.7% | $82,313-92.4% | $70,131-91.1% |
| Participation rate | 77.6% | 72.8%+4.8pp | 76.9%+0.7pp | 69.5%+8.0pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,667 | $1,755-5.0% | $2,428-31.3% | $2,342-28.8% |
| Participant deferral / active EE | $2,517 | $2,987-15.7% | $3,706-32.1% | $3,332-24.5% |
| Admin fee / account holder | $11 | $4,512-99.7% | $5,608-99.8% | $4,645-99.8% |