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 8-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 |
|---|---|---|
NATIONWIDE5+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $8,909 |
PENSION ASSURANCE LLP5+ years Filed as: THE PENSION SERVICE, INC. Service code 10 · EIN 16-0874395 THE EDWARDS BLOCK · WESTBROOK, ME 04092 | Accounting | $8,443 |
Filed as: TPS GROUP 3(16) SERVICES LLC Service code 14 · EIN 82-3348747 127 WASHINGTON AVENUE · NORTH HAVEN, CT 06473 | Plan Administrator | $6,613 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES Service code 22 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Insurance Broker | $5,146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,297 | $95,416-81.9% | $185,823-90.7% | $85,850-79.9% |
| Participation rate | 39.3% | 68.8%-29.4pp | 81.7%-42.4pp | 69.3%-30.0pp |
| Annual return | 11.86% | 23.59%-11.7pp | 122.05%-110.2pp | 318.53%-306.7pp |
| Employer contribution / active EE | $536 | $3,314-83.8% | $5,167-89.6% | $2,565-79.1% |
| Participant deferral / active EE | $819 | $3,423-76.1% | $5,568-85.3% | $3,952-79.3% |
| Admin fee / account holder | $477 | $7,213-93.4% | $16,237-97.1% | $6,260-92.4% |