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 3-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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $50,372 |
Filed as: HANLON INVESTMENT MANAGEMENT, INC. Service code 26 · EIN 22-3723068 3393 BARGAINTOWN ROAD · EGG HARBOR TWP, NJ 08234 | Advisory (Participants) | $20,866 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION SERVICE, INC. Service code 15 · EIN 16-0874395 THE EDWARDS BLOCK · WESTBROOK, ME 04092 | Recordkeeping | $9,463 |
EQUITY SERVICES INC1+ years Filed as: EQUITY SERVICES Service code 26 ONE NATIONAL LIFE DRIVE · MONTPELIER, VT 05604 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,673 | $52,884-30.7% | $84,750-56.7% | $55,167-33.5% |
| Participation rate | 63.7% | 67.5%-3.8pp | 76.6%-12.9pp | 69.0%-5.3pp |
| Annual return | 0.29% | 18.03%-17.7pp | 22.78%-22.5pp | 169.23%-168.9pp |
| Employer contribution / active EE | $1,101 | $2,233-50.7% | $3,574-69.2% | $1,963-43.9% |
| Participant deferral / active EE | $2,164 | $2,644-18.1% | $3,712-41.7% | $3,054-29.1% |
| Admin fee / account holder | $577 | $581-0.7% | $5,332-89.2% | $504+14.4% |