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 LLP4 years Filed as: PENSION AND WEALTH MANAGEMENT ADVIS Service code 27 800 SOUTH STREET · WALTHAM, MA 02453 | Advisory (Plan) | $17,919 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,279 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,638 | $81,248-46.3% | $155,509-71.9% | $80,856-46.0% |
| Participation rate | 88.1% | 66.2%+21.9pp | 78.2%+9.9pp | 67.6%+20.5pp |
| Annual return | 11.42% | 33.31%-21.9pp | 64.67%-53.2pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,863 | $3,100-39.9% | $4,672-60.1% | $2,755-32.4% |
| Participant deferral / active EE | $4,913 | $3,452+42.3% | $5,626-12.7% | $4,296+14.4% |
| Admin fee / account holder | $232 | $7,997-97.1% | $15,912-98.5% | $6,918-96.7% |