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: THE PENSION STUDIO, LLC Service code 15 · EIN 54-2154380 | Recordkeeping | $2,360 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $1,576 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,410 | $81,537-52.9% | $149,718-74.3% | $69,631-44.8% |
| Participation rate | 56.8% | 86.1%-29.3pp | 87.1%-30.3pp | 70.7%-13.9pp |
| Annual return | 18.37% | 22.79%-4.4pp | 1501.63%-1483.3pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $1,039 | $3,239-67.9% | $5,445-80.9% | $2,032-48.9% |
| Participant deferral / active EE | $3,584 | $4,994-28.2% | $6,569-45.4% | $3,224+11.2% |
| Admin fee / account holder | $12 | $107-88.9% | $11,283-99.9% | $110-89.3% |