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 BENEFITS UNLIMITED Service code 15 · EIN 33-0499726 | Recordkeeping | $11,069 |
RICH BARTOL CONSULTING1 year Service code 10 · EIN 56-2821466 | Accounting | $8,500 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,881 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,145 | $58,726-55.5% | $92,233-71.7% | $62,292-58.0% |
| Participation rate | 84.6% | 68.3%+16.3pp | 76.5%+8.1pp | 69.5%+15.1pp |
| Annual return | 20.29% | 43.62%-23.3pp | 176.28%-156.0pp | 28.90%-8.6pp |
| Employer contribution / active EE | $18,846 | $2,392+687.9% | $3,679+412.2% | $2,042+822.8% |
| Participant deferral / active EE | $55 | $2,766-98.0% | $3,897-98.6% | $3,169-98.3% |
| Admin fee / account holder | $264 | $556-52.5% | $5,194-94.9% | $479-44.8% |