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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,520 |
PENSION ASSURANCE LLP7 years Filed as: KB PENSION SERVICES, INC Service code 13 · EIN 65-0721164 | Contract Administrator | $11,810 |
PENSION ASSURANCE LLP3 years Filed as: KB PENSION SERVICES INC Service code 13 | Contract Administrator | $7,384 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,248 | $129,021-75.8% | $184,203-83.0% | $77,643-59.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 14.98% | 33.27%-18.3pp | 28.81%-13.8pp | 31.24%-16.3pp |
| Employer contribution / active EE | $3,372 | $4,413-23.6% | $6,427-47.5% | $2,726+23.7% |
| Participant deferral / active EE | $6,306 | $7,297-13.6% | $9,131-30.9% | $4,647+35.7% |
| Admin fee / account holder | $51 | $254-79.8% | $13,901-99.6% | $430-88.1% |