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 LLP2+ years Filed as: PENSION DESIGN & ADMINISTRATION INC Service code 99 · EIN 91-1418265 | Other Fees | $8,431 |
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 | $174,378 | $58,726+196.9% | $92,233+89.1% | $62,292+179.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 19.79% | 43.62%-23.8pp | 176.28%-156.5pp | 28.90%-9.1pp |
| Employer contribution / active EE | $13,167 | $2,392+450.5% | $3,679+257.9% | $2,042+544.8% |
| Participant deferral / active EE | $6,907 | $2,766+149.7% | $3,897+77.2% | $3,169+117.9% |
| Admin fee / account holder | $68 | $556-87.9% | $5,194-98.7% | $479-85.9% |