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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $33,137 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 28 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Investment Management | $0 |
PENSION ASSURANCE LLP6+ years Filed as: THE PENSION SERVICE, LLC Service code 14 · EIN 04-3496225 142 NORTH ROAD, SUITE N · SUDBURY, MA 017761149 | Plan Administrator | $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.
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 | $44,990 | $54,573-17.6% | $90,951-50.5% | $73,488-38.8% |
| Participation rate | 36.4% | 61.2%-24.8pp | 69.0%-32.6pp | 70.7%-34.3pp |
| Annual return | 11.93% | 16.69%-4.8pp | 134.60%-122.7pp | 28.51%-16.6pp |
| Employer contribution / active EE | $212 | $991-78.6% | $2,122-90.0% | $2,270-90.7% |
| Participant deferral / active EE | $1,831 | $2,517-27.2% | $3,373-45.7% | $3,740-51.0% |
| Admin fee / account holder | $91 | $521-82.6% | $5,959-98.5% | $513-82.3% |