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 | $84,174 |
PENSION ASSURANCE LLP2 years Service code 10 · EIN 30-0840934 | Accounting | $9,500 |
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 | $99,895 | $73,638+35.7% | $95,952+4.1% | $73,488+35.9% |
| Participation rate | 91.7% | 76.2%+15.5pp | 77.1%+14.6pp | 70.7%+21.0pp |
| Annual return | 11.85% | 16.78%-4.9pp | 91.61%-79.8pp | 28.51%-16.7pp |
| Employer contribution / active EE | $1,450 | $1,863-22.2% | $2,541-42.9% | $2,270-36.1% |
| Participant deferral / active EE | $5,558 | $3,617+53.7% | $4,167+33.4% | $3,740+48.6% |
| Admin fee / account holder | $416 | $482-13.6% | $6,795-93.9% | $513-18.9% |