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 LLP3+ years Filed as: THE PENSION STUDIO Service code 12 · EIN 54-2154380 | Claims processing; Participant loan p... | $30,857 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $11,120 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $85,236 | $96,458-11.6% | $136,294-37.5% | $77,958+9.3% |
| Participation rate | 91.2% | 75.4%+15.8pp | 81.9%+9.3pp | 71.6%+19.6pp |
| Annual return | 22.68% | 23.78%-1.1pp | 5155.94%-5133.3pp | 20.87%+1.8pp |
| Employer contribution / active EE | $3,260 | $3,144+3.7% | $4,695-30.6% | $2,310+41.1% |
| Participant deferral / active EE | $8,482 | $5,902+43.7% | $6,247+35.8% | $3,537+139.8% |
| Admin fee / account holder | $265 | $80+229.9% | $9,243-97.1% | $97+172.5% |