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 INNOVATIONS & CONSULTING Service code 14 · EIN 34-1944384 | Plan Administrator | $9,133 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,000 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,167 | $72,404-76.3% | $110,238-84.4% | $64,186-73.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.77% | -6.29%-1.5pp | 314.74%-322.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,861 | $2,282-18.5% | $3,826-51.4% | $2,381-21.9% |
| Participant deferral / active EE | $3,077 | $3,469-11.3% | $4,672-34.1% | $3,470-11.3% |
| Admin fee / account holder | $108 | $5,664-98.1% | $8,547-98.7% | $4,888-97.8% |