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 LLP3 years Filed as: PENSION AND WEALTH MANAGEMENT ADVIS Service code 27 800 SOUTH STREET · WALTHAM, MA 02453 | Advisory (Plan) | $15,238 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,613 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,770 | $77,899-54.1% | $149,673-76.1% | $75,163-52.4% |
| Participation rate | 84.4% | 65.6%+18.9pp | 78.8%+5.7pp | 67.2%+17.3pp |
| Annual return | 15.48% | 31.72%-16.2pp | 134.42%-118.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,643 | $3,137-47.6% | $4,818-65.9% | $2,670-38.5% |
| Participant deferral / active EE | $3,546 | $3,411+4.0% | $5,680-37.6% | $4,125-14.0% |
| Admin fee / account holder | $196 | $5,956-96.7% | $13,210-98.5% | $5,651-96.5% |