See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP5 years Service code 10 · EIN 30-0840934 | Accounting | $11,600 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | -$13,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,739 | $50,982+115.3% | $154,803-29.1% | $85,563+28.3% |
| Participation rate | 51.7% | 59.8%-8.1pp | 78.1%-26.4pp | 66.0%-14.3pp |
| Annual return | 16.36% | 30.35%-14.0pp | 58.88%-42.5pp | 31.51%-15.2pp |
| Employer contribution / active EE | $815 | $1,708-52.3% | $4,305-81.1% | $2,654-69.3% |
| Participant deferral / active EE | $3,524 | $2,474+42.4% | $5,540-36.4% | $4,375-19.4% |
| Admin fee / account holder | $10 | $846-98.8% | $14,329-99.9% | $834-98.8% |