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 LLP4 years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Claims processing; Other fees; Partic... | $2,875 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
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 | $42,911 | $103,685-58.6% | $105,387-59.3% | $65,185-34.2% |
| Participation rate | 50.4% | 83.2%-32.8pp | 82.6%-32.1pp | 70.2%-19.8pp |
| Annual return | 16.73% | 23.88%-7.2pp | 26.82%-10.1pp | 29.38%-12.7pp |
| Employer contribution / active EE | $2,341 | $3,842-39.1% | $4,213-44.4% | $2,177+7.6% |
| Participant deferral / active EE | $4,114 | $5,634-27.0% | $5,502-25.2% | $3,514+17.1% |
| Admin fee / account holder | $363 | $399-9.0% | $6,559-94.5% | $847-57.2% |