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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $41,151 |
PENSION ASSURANCE LLP4+ years Filed as: THE PENSION SERVICE, INC. Service code 15 127 WASHINGTON AVENUE · NORTH HAVEN, CT 06473 | Recordkeeping | $5,363 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $155,983 | $56,972+173.8% | $182,532-14.5% | $65,185+139.3% |
| Participation rate | 95.6% | 66.5%+29.1pp | 78.0%+17.6pp | 70.2%+25.4pp |
| Annual return | 2.15% | 27.67%-25.5pp | 148.54%-146.4pp | 29.38%-27.2pp |
| Employer contribution / active EE | $4,534 | $1,615+180.8% | $4,076+11.2% | $2,177+108.3% |
| Participant deferral / active EE | $3,028 | $3,526-14.1% | $5,524-45.2% | $3,514-13.8% |
| Admin fee / account holder | $319 | $528-39.6% | $8,592-96.3% | $847-62.4% |