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 LLP1+ years Filed as: THE PENSION STUDIO Service code 12 · EIN 54-2154380 209 SOUTH OLIVE AVENUE · WEST PALM BEACH, FL 33401 | Contract Administrator; Participant l... | $8,050 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,943 | $107,378-60.0% | $108,579-60.5% | $57,658-25.5% |
| Participation rate | 60.4% | 77.1%-16.7pp | 79.6%-19.1pp | 70.2%-9.8pp |
| Annual return | 9.74% | 12.80%-3.1pp | -51.70%+61.4pp | 5.13%+4.6pp |
| Employer contribution / active EE | $378 | $1,782-78.8% | $3,758-89.9% | $1,974-80.8% |
| Participant deferral / active EE | $2,116 | $3,221-34.3% | $4,311-50.9% | $3,061-30.9% |
| Admin fee / account holder | $45 | $108-58.7% | $7,645-99.4% | $95-52.7% |