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 LLP2+ years Filed as: THE PENSION STUDIO Service code 12 · EIN 54-2154380 | Claims processing; Participant loan p... | $21,285 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $8,437 |
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 | $75,990 | $85,635-11.3% | $123,892-38.7% | $63,975+18.8% |
| Participation rate | 88.5% | 74.9%+13.6pp | 81.4%+7.1pp | 71.1%+17.4pp |
| Annual return | 13.10% | 15.74%-2.6pp | 47.52%-34.4pp | 48.65%-35.6pp |
| Employer contribution / active EE | $3,109 | $3,076+1.1% | $4,617-32.6% | $2,182+42.5% |
| Participant deferral / active EE | $8,110 | $5,667+43.1% | $5,984+35.5% | $3,356+141.6% |
| Admin fee / account holder | $10 | $75-87.2% | $8,357-99.9% | $70-86.4% |