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 LLP6 years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 99 · EIN 85-0402842 6201 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Other Fees | $27,441 |
WRIGHT FORD YOUNG & CO6 years Filed as: WRIGHT, MOORE, DEHART, DUPUIS & Service code 10 HUTCHINSON, LLC · LAFAYETTE, LA 70598 | Accounting | $12,500 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $10,780 |
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 | $23,487 | $60,323-61.1% | $81,812-71.3% | $74,495-68.5% |
| Participation rate | 51.9% | 62.9%-10.9pp | 72.3%-20.4pp | 67.2%-15.3pp |
| Annual return | 11.67% | 16.90%-5.2pp | 773.79%-762.1pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1,164 | $2,620-55.6% | $2,912-60.0% | $2,623-55.6% |
| Participant deferral / active EE | $2,334 | $3,387-31.1% | $4,319-46.0% | $4,346-46.3% |
| Admin fee / account holder | $344 | $1,486-76.9% | $7,386-95.3% | $1,942-82.3% |