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 LLP4 years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 99 · EIN 85-0402842 6201 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Other Fees | $11,096 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $8,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,301 | $51,197-62.3% | $82,719-76.7% | $66,914-71.2% |
| Participation rate | 46.4% | 67.8%-21.4pp | 72.6%-26.2pp | 69.8%-23.4pp |
| Annual return | -15.30% | -9.64%-5.7pp | 701.18%-716.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $950 | $2,611-63.6% | $3,009-68.4% | $2,544-62.7% |
| Participant deferral / active EE | $1,899 | $3,458-45.1% | $4,395-56.8% | $4,237-55.2% |
| Admin fee / account holder | $161 | $416-61.3% | $5,329-97.0% | $593-72.9% |