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 LLP10+ years Filed as: PENSION DESIGN & ADMINISTRATION INC Service code 49 · EIN 91-1418265 | Other Services | $43,047 |
Filed as: CBIZ Service code 99 · EIN 31-1582098 | Other Fees | $12,000 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,903 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,419 | $83,369+247.2% | $105,223+175.1% | $67,986+325.7% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 13.57% | 24.64%-11.1pp | 180.65%-167.1pp | 31.67%-18.1pp |
| Employer contribution / active EE | $15,620 | $2,541+514.8% | $3,689+323.5% | $2,019+673.8% |
| Participant deferral / active EE | $9,714 | $3,295+194.8% | $5,072+91.5% | $3,358+189.3% |
| Admin fee / account holder | $617 | $4,073-84.8% | $8,859-93.0% | $3,203-80.7% |