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 7-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 ASSURANCE Service code 70 · EIN 30-0840934 | Consulting Fees | $15,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $11,518 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,203 | $65,241-43.0% | $126,539-70.6% | $85,563-56.5% |
| Participation rate | 96.5% | 48.6%+47.8pp | 69.8%+26.6pp | 66.0%+30.5pp |
| Annual return | 16.49% | 42.19%-25.7pp | 425.95%-409.5pp | 31.51%-15.0pp |
| Employer contribution / active EE | $1,023 | $1,937-47.2% | $3,674-72.2% | $2,654-61.4% |
| Participant deferral / active EE | $3,472 | $3,032+14.5% | $4,083-15.0% | $4,375-20.6% |
| Admin fee / account holder | $39 | $1,031-96.2% | $6,065-99.4% | $834-95.3% |