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, INC Service code 15 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Recordkeeping | $2,520 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,211 | $70,002+18.9% | $115,037-27.7% | $52,331+59.0% |
| Participation rate | 64.9% | 72.1%-7.2pp | 81.4%-16.4pp | 68.1%-3.2pp |
| Annual return | -0.82% | 4.04%-4.9pp | 26.14%-27.0pp | 4.54%-5.4pp |
| Employer contribution / active EE | $2,352 | $2,715-13.4% | $4,608-49.0% | $1,882+25.0% |
| Participant deferral / active EE | $4,091 | $4,920-16.8% | $6,026-32.1% | $3,022+35.4% |
| Admin fee / account holder | $22 | $566-96.2% | $8,175-99.7% | $592-96.4% |