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 9-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: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD NE, SUITE 100 · ALBUQUERQUE, NM 87110 | Claims processing; Participant loan p... | $3,000 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
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 | $30,315 | $63,114-52.0% | $92,893-67.4% | $65,185-53.5% |
| Participation rate | 85.7% | 68.8%+16.9pp | 76.0%+9.7pp | 70.2%+15.5pp |
| Annual return | 18.55% | 28.75%-10.2pp | 109.41%-90.9pp | 29.38%-10.8pp |
| Employer contribution / active EE | $3,131 | $2,571+21.8% | $3,653-14.3% | $2,177+43.9% |
| Participant deferral / active EE | $4,867 | $3,108+56.6% | $4,236+14.9% | $3,514+38.5% |
| Admin fee / account holder | $31 | $624-95.1% | $5,794-99.5% | $847-96.4% |