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 8-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 LLP3+ years Filed as: THE PENSION STUDIO Service code 15 · EIN 54-2154380 | Recordkeeping | $9,721 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $908 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,938 | $88,122-74.0% | $141,162-83.8% | $67,579-66.1% |
| Participation rate | 79.7% | 76.5%+3.2pp | 82.5%-2.8pp | 71.3%+8.4pp |
| Annual return | 25.70% | 75.40%-49.7pp | 71.39%-45.7pp | 378.56%-352.9pp |
| Employer contribution / active EE | $621 | $3,224-80.7% | $4,735-86.9% | $2,148-71.1% |
| Participant deferral / active EE | $3,948 | $5,958-33.7% | $6,709-41.2% | $3,539+11.5% |
| Admin fee / account holder | $84 | $131-36.0% | $10,261-99.2% | $142-41.1% |