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 LLP3+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD. NE, SUITE 100 · ALBUQUERQUE, NM 87111 | Contract Administrator; Claims proces... | $10,900 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 55444 · BOSTON, MA 022055444 | Recordkeeping | $7,450 |
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 | $37,032 | $60,545-38.8% | $92,233-59.9% | $69,631-46.8% |
| Participation rate | 94.5% | 72.2%+22.3pp | 76.5%+18.0pp | 70.7%+23.8pp |
| Annual return | 21.58% | 19.71%+1.9pp | 176.28%-154.7pp | 27571.02%-27549.4pp |
| Employer contribution / active EE | $7,614 | $2,633+189.1% | $3,679+106.9% | $2,032+274.7% |
| Participant deferral / active EE | $2,190 | $2,828-22.5% | $3,897-43.8% | $3,224-32.1% |
| Admin fee / account holder | $54 | $145-62.5% | $5,194-99.0% | $110-50.8% |