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: KB PENSION SERVICES Service code 15 · EIN 65-0721164 9423 TOWN CENTER PKWY · LAKEWOOD RANCH, FL 34202 | Recordkeeping | $7,500 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,850 | $71,802-43.1% | $133,980-69.5% | $57,658-29.2% |
| Participation rate | 33.1% | 85.5%-52.4pp | 87.1%-54.0pp | 70.2%-37.1pp |
| Annual return | 7.48% | 13.51%-6.0pp | 29.30%-21.8pp | 5.13%+2.3pp |
| Employer contribution / active EE | $0 | $3,161-100.0% | $5,211-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,195 | $4,606-74.1% | $6,282-81.0% | $3,061-61.0% |
| Admin fee / account holder | $13 | $88-85.6% | $9,324-99.9% | $95-86.7% |