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 LLP1 year Filed as: PENSION ASSURANCE Service code 10 · EIN 30-0840934 | Accounting | $8,299 |
Service code 16 4275 EXECUTIVE SQ · LA JOLLA, CA 92037 | Consulting | $2,701 |
HICKS PENSION SERVICES2 years Service code 16 · EIN 77-0155091 | Consulting | $2,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,835 | $136,307-36.3% | $177,821-51.2% | $73,488+18.2% |
| Participation rate | 66.0% | 86.1%-20.1pp | 87.7%-21.7pp | 70.7%-4.7pp |
| Annual return | 54.24% | 18.68%+35.6pp | 48.32%+5.9pp | 28.51%+25.7pp |
| Employer contribution / active EE | $2,221 | $3,712-40.2% | $5,918-62.5% | $2,270-2.2% |
| Participant deferral / active EE | $5,082 | $5,829-12.8% | $7,714-34.1% | $3,740+35.9% |
| Admin fee / account holder | $110 | $596-81.5% | $12,427-99.1% | $513-78.5% |