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 LLP2 years Filed as: PENSION AND WEALTH MANAGEMENT ADVIS Service code 27 800 SOUTH STREET · WALTHAM, MA 02453 | Advisory (Plan) | $15,368 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,659 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,544 | $65,061-53.1% | $143,757-78.8% | $66,914-54.4% |
| Participation rate | 80.2% | 65.2%+15.0pp | 80.3%-0.1pp | 69.8%+10.4pp |
| Annual return | -16.58% | -11.14%-5.4pp | -0.04%-16.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,884 | $2,361-20.2% | $4,951-62.0% | $2,544-26.0% |
| Participant deferral / active EE | $3,572 | $2,919+22.4% | $5,637-36.6% | $4,237-15.7% |
| Admin fee / account holder | $202 | $502-59.9% | $14,673-98.6% | $593-66.0% |