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 LLP3 years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Claims processing; Other fees | $32,300 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $13,813 |
WRIGHT FORD YOUNG & CO3 years Filed as: WRIGHT, MOORE, DEHART, DUPUIS & Service code 10 HUTCHINSON, LLC · LAFAYETTE, LA 70598 | Accounting | $10,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,510 | $65,409-62.5% | $98,442-75.1% | $85,850-71.5% |
| Participation rate | 48.0% | 65.0%-17.0pp | 73.3%-25.4pp | 69.3%-21.4pp |
| Annual return | 11.21% | 21.76%-10.5pp | 1492.73%-1481.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,124 | $2,168-48.2% | $2,960-62.0% | $2,565-56.2% |
| Participant deferral / active EE | $2,247 | $3,166-29.0% | $4,276-47.5% | $3,952-43.1% |
| Admin fee / account holder | $470 | $4,593-89.8% | $5,949-92.1% | $6,260-92.5% |