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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,435 |
PENSION ASSURANCE LLP5+ years Filed as: THE PENSION SERVICE, LLC Service code 14 · EIN 04-3496225 142 NORTH ROAD, SUITE N · SUDBURY, MA 017761149 | Plan Administrator | $11,604 |
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.
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 | $36,966 | $49,138-24.8% | $84,015-56.0% | $65,185-43.3% |
| Participation rate | 38.8% | 60.7%-21.9pp | 69.0%-30.2pp | 70.2%-31.4pp |
| Annual return | 21.22% | 23.00%-1.8pp | 71.31%-50.1pp | 29.38%-8.2pp |
| Employer contribution / active EE | $205 | $914-77.5% | $1,983-89.6% | $2,177-90.6% |
| Participant deferral / active EE | $1,816 | $2,397-24.2% | $3,239-43.9% | $3,514-48.3% |
| Admin fee / account holder | $78 | $543-85.6% | $6,101-98.7% | $847-90.8% |