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 INNOVATIONS & CONSULTING Service code 10 · EIN 34-1944384 7558 KING'S POINTE ROAD · TOLEDO, OH 43617 | Accounting | $13,665 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $10,895 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 17 655 BEAVER CREEK CIRCLE · MAUMEE, OH 43537 | Pension Consulting | $1,942 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,417 | $44,473-87.8% | $76,523-92.9% | $55,725-90.3% |
| Participation rate | 60.1% | 51.0%+9.2pp | 68.0%-7.9pp | 70.9%-10.7pp |
| Annual return | -5.58% | -2.01%-3.6pp | -0.27%-5.3pp | 244.93%-250.5pp |
| Employer contribution / active EE | $726 | $1,101-34.1% | $2,647-72.6% | $2,078-65.1% |
| Participant deferral / active EE | $625 | $1,988-68.6% | $3,835-83.7% | $3,356-81.4% |
| Admin fee / account holder | $128 | $134-4.5% | $4,848-97.4% | $115+11.2% |