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 CONSULTING SERVICES Service code 16 · EIN 47-2447303 | Consulting | $5,725 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,150 |
OSAIC WEALTH INC2 years Service code 61 · EIN 93-0987232 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,365 | $78,483-6.5% | $106,201-30.9% | $74,546-1.6% |
| Participation rate | 52.1% | 72.8%-20.7pp | 75.3%-23.2pp | 67.2%-15.1pp |
| Annual return | 11.93% | 15.94%-4.0pp | 116.26%-104.3pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $1,177 | $2,522-53.3% | $3,170-62.9% | $2,624-55.2% |
| Participant deferral / active EE | $1,893 | $4,320-56.2% | $5,012-62.2% | $4,347-56.5% |
| Admin fee / account holder | $68 | $2,236-97.0% | $11,039-99.4% | $1,944-96.5% |