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 LLP1 year Filed as: KB PENSION SERVICES INC Service code 13 · EIN 65-0721164 | Contract Administrator | $2,720 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $840 |
SBHU LIFE AGENCY INC3 years Filed as: SBHU LIFE AGCY INC Service code 23 · EIN 13-2896238 | Insurance services; Other commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,925 | $86,655-64.3% | $119,609-74.1% | $66,914-53.8% |
| Participation rate | 98.6% | 75.6%+23.0pp | 79.3%+19.3pp | 69.8%+28.7pp |
| Annual return | -12.36% | -8.00%-4.4pp | -14.97%+2.6pp | 1.58%-13.9pp |
| Employer contribution / active EE | $2,416 | $2,536-4.7% | $4,232-42.9% | $2,544-5.0% |
| Participant deferral / active EE | $1,650 | $4,358-62.1% | $5,602-70.5% | $4,237-61.1% |
| Admin fee / account holder | $14 | $755-98.1% | $10,323-99.9% | $593-97.6% |