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 LLP1 year Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD NE SUITE 100 · ALBUQUERQUE, NM 87110 | Other fees; Participant loan processi... | $7,528 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $278 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,935 | $64,119-44.0% | $112,228-68.0% | $66,914-46.3% |
| Participation rate | 64.1% | 68.5%-4.4pp | 75.1%-11.0pp | 69.8%-5.7pp |
| Annual return | -16.84% | -13.81%-3.0pp | 27.45%-44.3pp | 1.58%-18.4pp |
| Employer contribution / active EE | $866 | $3,005-71.2% | $3,635-76.2% | $2,544-66.0% |
| Participant deferral / active EE | $3,384 | $3,693-8.4% | $4,728-28.4% | $4,237-20.1% |
| Admin fee / account holder | $265 | $625-57.7% | $6,410-95.9% | $593-55.4% |