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: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BVLD NE · ALBUQUERQUE, NM 87110 | Consulting (general); Participant loa... | $1,899 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,352 | $102,514-56.7% | $97,995-54.7% | $62,292-28.8% |
| Participation rate | 50.0% | 79.5%-29.5pp | 82.4%-32.4pp | 69.5%-19.5pp |
| Annual return | 14.54% | 32.43%-17.9pp | 23.94%-9.4pp | 28.90%-14.4pp |
| Employer contribution / active EE | $2,513 | $3,689-31.9% | $4,158-39.6% | $2,042+23.0% |
| Participant deferral / active EE | $3,881 | $5,308-26.9% | $5,097-23.9% | $3,169+22.5% |
| Admin fee / account holder | $24 | $378-93.6% | $5,943-99.6% | $479-94.9% |