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 |
|---|---|---|
PENSION ASSURANCE LLP6+ years Filed as: THE PENSION SERVICE, INC. Service code 10 · EIN 16-0874395 510 MAIN STREET · GORHAM, ME 04038 | Accounting | $8,897 |
NATIONWIDE6+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $8,834 |
Filed as: TPS GROUP 3(16) SERVICES LLC Service code 14 · EIN 82-3348747 127 WASHINGTON AVENUE · NORTH HAVEN, CT 06473 | Plan Administrator | $6,317 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES Service code 22 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Insurance Broker | $4,954 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,139 | $73,867-80.9% | $143,757-90.2% | $68,494-79.4% |
| Participation rate | 44.6% | 66.7%-22.1pp | 80.3%-35.7pp | 67.9%-23.3pp |
| Annual return | -22.09% | 1.01%-23.1pp | -0.04%-22.0pp | -7.84%-14.2pp |
| Employer contribution / active EE | $719 | $3,184-77.4% | $4,951-85.5% | $2,596-72.3% |
| Participant deferral / active EE | $1,042 | $3,384-69.2% | $5,637-81.5% | $4,027-74.1% |
| Admin fee / account holder | $439 | $5,755-92.4% | $14,673-97.0% | $5,403-91.9% |