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 | $89,442 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $53,366 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,500 | $65,376+41.5% | $87,100+6.2% | $65,185+41.9% |
| Participation rate | 97.0% | 75.3%+21.7pp | 76.9%+20.2pp | 70.2%+26.8pp |
| Annual return | 18.50% | 31.27%-12.8pp | 28.19%-9.7pp | 29.38%-10.9pp |
| Employer contribution / active EE | $3,729 | $1,822+104.6% | $2,521+47.9% | $2,177+71.3% |
| Participant deferral / active EE | $5,703 | $3,388+68.3% | $4,049+40.9% | $3,514+62.3% |
| Admin fee / account holder | $629 | $520+21.0% | $7,497-91.6% | $847-25.7% |