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 LLP5 years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 99 · EIN 85-0402842 6201 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Other Fees | $22,023 |
WRIGHT FORD YOUNG & CO5 years Filed as: WRIGHT, MOORE, DEHART, DUPUIS & Service code 10 HUTCHINSON, LLC · LAFAYETTE, LA 70598 | Accounting | $20,650 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $7,645 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,603 | $58,264-62.9% | $86,612-75.1% | $71,457-69.8% |
| Participation rate | 45.9% | 65.0%-19.1pp | 71.7%-25.8pp | 67.9%-22.0pp |
| Annual return | 16.57% | 21.63%-5.1pp | 591.07%-574.5pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,006 | $2,574-60.9% | $3,022-66.7% | $2,588-61.1% |
| Participant deferral / active EE | $2,012 | $3,436-41.4% | $4,438-54.7% | $4,289-53.1% |
| Admin fee / account holder | $373 | $1,057-64.7% | $5,614-93.4% | $1,587-76.5% |