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 7-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 BENEFITS UNLIMITED, INC. Service code 13 · EIN 33-0499726 18008 SKY PARK CIRCLE · IRVINE, CA 92614 | Contract Administrator | $8,521 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $323 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $16,612 | $84,487-80.3% | $125,339-86.7% | $66,914-75.2% |
| Participation rate | 67.6% | 76.4%-8.8pp | 82.4%-14.7pp | 69.8%-2.2pp |
| Annual return | -20.01% | -8.39%-11.6pp | 572.05%-592.1pp | 1.58%-21.6pp |
| Employer contribution / active EE | $2,613 | $3,553-26.5% | $4,814-45.7% | $2,544+2.7% |
| Participant deferral / active EE | $4,474 | $6,781-34.0% | $7,446-39.9% | $4,237+5.6% |
| Admin fee / account holder | $284 | $685-58.6% | $10,010-97.2% | $593-52.2% |