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+ years Filed as: KB PENSION SERVICES, INC. Service code 17 · EIN 65-0721164 | Pension Consulting | $24,259 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $24,946 | $37,117-32.8% | $147,614-83.1% | $55,191-54.8% |
| Participation rate | 53.8% | 63.6%-9.8pp | 84.6%-30.8pp | 69.2%-15.4pp |
| Annual return | 0.03% | 3.44%-3.4pp | 61.98%-61.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $523 | $1,620-67.7% | $5,564-90.6% | $1,899-72.5% |
| Participant deferral / active EE | $1,831 | $1,985-7.8% | $4,895-62.6% | $3,046-39.9% |
| Admin fee / account holder | $64 | $86-24.7% | $11,611-99.4% | $91-29.0% |