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 LLP6+ years Filed as: THE PENSION STUDIO Service code 12 · EIN 54-2154380 | Claims processing; Participant loan p... | $191,915 |
DEFINITI LLC1 year Service code 12 · EIN 47-4066865 | Participant loan processing; Claims p... | $76,314 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $17,678 |
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 | $116,079 | $108,759+6.7% | $149,696-22.5% | $93,223+24.5% |
| Participation rate | 95.5% | 70.7%+24.8pp | 82.5%+13.0pp | 74.9%+20.6pp |
| Annual return | 21.95% | 19.53%+2.4pp | 276.60%-254.7pp | 19.29%+2.7pp |
| Employer contribution / active EE | $4,647 | $2,777+67.3% | $4,644+0.1% | $2,680+73.4% |
| Participant deferral / active EE | $10,814 | $6,149+75.9% | $6,842+58.1% | $4,563+137.0% |
| Admin fee / account holder | $175 | $81+116.7% | $9,309-98.1% | $79+121.0% |