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 6-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 LLP3 years Filed as: THE PENSION SERVICE, INC. Service code 49 | Other Services | $26,563 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061991268 | Advisory (Participants) | $20,535 |
MORNINGSTAR5 years Service code 27 | Advisory (Plan) | $8,633 |
MORNINGSTAR3 years Filed as: MORNINSTAR Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
PENSION ASSURANCE LLP3 years Filed as: THE PENSION SERVICE INC. Service code 49 · EIN 06-0874395 510 MAIN STREET STOP A · GORHAM, ME 04038 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,956 | $122,259-81.2% | $147,005-84.4% | $199,768-88.5% |
| Participation rate | 70.8% | 78.3%-7.4pp | 82.2%-11.3pp | 72.0%-1.2pp |
| Annual return | 18.02% | 30.58%-12.6pp | 418.76%-400.7pp | 34.26%-16.2pp |
| Employer contribution / active EE | $1,788 | $4,097-56.4% | $4,934-63.8% | $3,037-41.1% |
| Participant deferral / active EE | $3,760 | $8,504-55.8% | $8,070-53.4% | $5,090-26.1% |
| Admin fee / account holder | $26 | $179-85.5% | $13,006-99.8% | $269-90.3% |