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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $48,278 |
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION SERVICE, INC. Service code 15 127 WASHINGTON AVENUE · NORTH HAVEN, CT 06473 | Recordkeeping | $4,879 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $144,227 | $52,639+174.0% | $185,117-22.1% | $62,292+131.5% |
| Participation rate | 96.1% | 63.9%+32.3pp | 77.3%+18.9pp | 69.5%+26.6pp |
| Annual return | 15.73% | 19.57%-3.8pp | 40.50%-24.8pp | 28.90%-13.2pp |
| Employer contribution / active EE | $3,671 | $1,483+147.6% | $4,182-12.2% | $2,042+79.7% |
| Participant deferral / active EE | $2,513 | $3,097-18.9% | $5,045-50.2% | $3,169-20.7% |
| Admin fee / account holder | $382 | $374+2.4% | $8,159-95.3% | $479-20.2% |