See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $17,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,234 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,420 | $100,923-81.7% | $150,045-87.7% | $74,304-75.2% |
| Participation rate | 90.0% | 70.1%+19.9pp | 82.3%+7.7pp | 60.3%+29.7pp |
| Annual return | 18.15% | 51.77%-33.6pp | 62.55%-44.4pp | 29.43%-11.3pp |
| Employer contribution / active EE | $1,198 | $3,463-65.4% | $4,693-74.5% | $2,241-46.6% |
| Participant deferral / active EE | $7,135 | $6,709+6.3% | $7,997-10.8% | $3,767+89.4% |
| Admin fee / account holder | $127 | $2,767-95.4% | $13,435-99.1% | $2,969-95.7% |