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 |
|---|---|---|
NATIONWIDE4+ years Service code 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $25,809 |
PENSION ASSURANCE LLP4+ years Filed as: THE PENSION SERVICE, LLC Service code 14 · EIN 04-3496225 142 NORTH ROAD, SUITE N · SUDBURY, MA 017761149 | Plan Administrator | $11,828 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 28 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,477 | $42,548-26.0% | $74,550-57.8% | $56,287-44.1% |
| Participation rate | 42.2% | 60.5%-18.3pp | 69.1%-26.9pp | 69.9%-27.7pp |
| Annual return | -9.84% | 12.40%-22.2pp | 32.53%-42.4pp | -9.96%+0.1pp |
| Employer contribution / active EE | $109 | $855-87.2% | $1,961-94.4% | $2,111-94.8% |
| Participant deferral / active EE | $1,938 | $2,277-14.9% | $3,108-37.6% | $3,350-42.1% |
| Admin fee / account holder | $117 | $467-75.1% | $5,060-97.7% | $521-77.6% |