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 |
|---|---|---|
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
PENSION ASSURANCE LLP4 years Filed as: PENSION MANAGEMENT CONSULTANTS, INC Service code 49 · EIN 77-0443464 1165 SCENIC DRIVE, BLDG. B-2 · MODESTO, CA 95350 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,957 | $55,416-42.3% | $75,972-57.9% | $77,643-58.8% |
| Participation rate | 97.6% | 63.6%+34.1pp | 69.1%+28.6pp | 70.6%+27.1pp |
| Annual return | 13.78% | 17.07%-3.3pp | 359.55%-345.8pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,135 | $1,788-36.5% | $2,685-57.7% | $2,726-58.4% |
| Participant deferral / active EE | $3,213 | $3,447-6.8% | $4,255-24.5% | $4,647-30.9% |
| Admin fee / account holder | $223 | $414-46.0% | $6,467-96.5% | $430-48.1% |