Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 LLP10+ years Filed as: PENSION SERVICE COMPANY Service code 13 3060 MERCER UNIVERSITY DR. STE 200 · ATLANTA, GA 30341 | Contract Administrator | $10,527 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DR. · IRVINE, CA 92618 | Recordkeeping Fees | $1,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,822 | $29,546+44.9% | $56,441-24.1% | $77,671-44.9% |
| Participation rate | 62.9% | 32.7%+30.2pp | 52.5%+10.4pp | 70.6%-7.7pp |
| Annual return | 20.13% | 19.01%+1.1pp | 1704.21%-1684.1pp | 31.21%-11.1pp |
| Employer contribution / active EE | $1,239 | $568+118.0% | $1,039+19.2% | $2,726-54.6% |
| Participant deferral / active EE | $1,638 | $1,061+54.4% | $1,953-16.1% | $4,648-64.8% |
| Admin fee / account holder | $0 | $1,046-100.0% | $2,829-100.0% | $430-100.0% |