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 |
|---|---|---|
PENSION ASSURANCE LLP3+ years Filed as: PENSION ASSURANCE Service code 16 · EIN 30-0840934 | Consulting | $6,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,691 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $96,098 | $46,173+108.1% | $170,442-43.6% | $69,631+38.0% |
| Participation rate | 61.3% | 63.9%-2.6pp | 83.6%-22.3pp | 70.7%-9.4pp |
| Annual return | 18.80% | 21.62%-2.8pp | 205.93%-187.1pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $2,780 | $1,610+72.7% | $5,433-48.8% | $2,032+36.8% |
| Participant deferral / active EE | $1,555 | $2,080-25.3% | $4,939-68.5% | $3,224-51.8% |
| Admin fee / account holder | $34 | $116-70.6% | $13,880-99.8% | $110-69.1% |