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 |
|---|---|---|
Service code 15 · EIN 71-0294708 | Recordkeeping | $2,537 |
PENSION ASSURANCE LLP2 years Filed as: PENSION PLANNERS NORTHWEST Service code 13 · EIN 93-1160402 | Contract Administrator | $815 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,167 | $83,477-67.5% | $125,175-78.3% | $72,985-62.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 17.20% | 25.78%-8.6pp | 43.79%-26.6pp | 81.00%-63.8pp |
| Employer contribution / active EE | $2,272 | $2,345-3.1% | $3,865-41.2% | $2,440-6.9% |
| Participant deferral / active EE | $4,029 | $3,585+12.4% | $4,937-18.4% | $3,607+11.7% |
| Admin fee / account holder | $34 | $5,517-99.4% | $9,702-99.7% | $5,124-99.3% |