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 LLP7+ years Filed as: PENSION INNOVATIONS & CONSULTING Service code 10 · EIN 34-1944384 7558 KING'S POINTE ROAD · TOLEDO, OH 43617 | Accounting | $13,733 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 17 655 BEAVER CREEK CIRCLE · MAUMEE, OH 43537 | Pension Consulting | $9,647 |
CGRPS3 years Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $4,745 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,071 | $79,694-88.6% | $96,139-90.6% | $79,386-88.6% |
| Participation rate | 82.5% | 54.0%+28.5pp | 68.4%+14.1pp | 70.7%+11.8pp |
| Annual return | 11.70% | 40.84%-29.1pp | 191.94%-180.2pp | 116.85%-105.2pp |
| Employer contribution / active EE | $388 | $1,443-73.1% | $2,797-86.1% | $2,427-84.0% |
| Participant deferral / active EE | $695 | $2,539-72.6% | $4,349-84.0% | $4,046-82.8% |
| Admin fee / account holder | $89 | $630-85.9% | $5,537-98.4% | $626-85.8% |