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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,767 |
PENSION ASSURANCE LLP1 year Filed as: PENSION ADVISORS Service code 27 · EIN 47-3683566 | Advisory (Plan) | $11,121 |
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 | $109,093 | $63,299+72.3% | $91,001+19.9% | $62,292+75.1% |
| Participation rate | 78.9% | 73.3%+5.6pp | 75.6%+3.3pp | 69.5%+9.4pp |
| Annual return | 17.61% | 20.99%-3.4pp | 4.60%+13.0pp | 28.90%-11.3pp |
| Employer contribution / active EE | $983 | $1,807-45.6% | $2,456-60.0% | $2,042-51.9% |
| Participant deferral / active EE | $4,897 | $2,943+66.4% | $3,547+38.0% | $3,169+54.5% |
| Admin fee / account holder | $215 | $468-54.1% | $5,417-96.0% | $479-55.2% |