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 | $23,971 |
PENSION ASSURANCE LLP1 year Filed as: PENSION SOLUTIONS INC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $21,271 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $107,250 | $58,083+84.6% | $80,019+34.0% | $56,287+90.5% |
| Participation rate | 81.9% | 73.6%+8.3pp | 75.8%+6.1pp | 69.9%+12.0pp |
| Annual return | -4.71% | 34.61%-39.3pp | 11.22%-15.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $1,146 | $1,932-40.7% | $2,468-53.6% | $2,111-45.7% |
| Participant deferral / active EE | $5,429 | $3,135+73.2% | $3,686+47.3% | $3,350+62.1% |
| Admin fee / account holder | $351 | $623-43.6% | $6,521-94.6% | $521-32.6% |