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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $56,967 |
PENSION ASSURANCE LLP3+ years Filed as: THE PENSION SERVICE, INC. Service code 15 127 WASHINGTON AVENUE · NORTH HAVEN, CT 06473 | Recordkeeping | $4,047 |
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 | $162,124 | $48,576+233.8% | $169,463-4.3% | $56,287+188.0% |
| Participation rate | 94.7% | 65.8%+28.9pp | 77.8%+17.0pp | 69.9%+24.9pp |
| Annual return | 12.33% | -2.51%+14.8pp | 1.83%+10.5pp | -9.96%+22.3pp |
| Employer contribution / active EE | $4,510 | $1,559+189.2% | $4,159+8.4% | $2,111+113.6% |
| Participant deferral / active EE | $2,756 | $3,275-15.8% | $5,277-47.8% | $3,350-17.7% |
| Admin fee / account holder | $445 | $435+2.4% | $9,109-95.1% | $521-14.5% |