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+ years Filed as: PENSION SERVICE COMPANY Service code 13 3060 MERCER UNIVERSITY DR · ATLANTA, GA 30341 | Contract Administrator | $625 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MGMT Service code 64 333 SOUTH HOPE ST. · LOS ANGELES, CA 90071 | Recordkeeping Fees | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,323 | $22,714+29.1% | $59,496-50.7% | $55,191-46.9% |
| Participation rate | 9.6% | 37.5%-27.8pp | 54.6%-44.9pp | 69.2%-59.5pp |
| Annual return | 8.38% | -44.01%+52.4pp | 182.05%-173.7pp | 10.78%-2.4pp |
| Employer contribution / active EE | $688 | $418+64.7% | $1,153-40.3% | $1,899-63.8% |
| Participant deferral / active EE | $474 | $843-43.8% | $1,829-74.1% | $3,046-84.4% |
| Admin fee / account holder | $0 | $83-100.0% | $2,232-100.0% | $91-100.0% |