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 13-3689044 | Recordkeeping | $55,869 |
PENSION ASSURANCE LLP2 years Filed as: PENSION BENEFITS UNLIMITED, INC Service code 15 · EIN 33-0499726 | Recordkeeping | $887 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,623 | $74,706+159.2% | $75,696+155.8% | $79,386+143.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 12.26% | 18.52%-6.3pp | 104.53%-92.3pp | 116.85%-104.6pp |
| Employer contribution / active EE | $7,995 | $2,590+208.7% | $2,743+191.5% | $2,427+229.4% |
| Participant deferral / active EE | $10,142 | $3,533+187.0% | $3,821+165.4% | $4,046+150.7% |
| Admin fee / account holder | $281 | $374-25.0% | $3,619-92.2% | $626-55.1% |