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 | $46,679 |
PENSION ASSURANCE LLP5+ years Filed as: THE PENSION SERVICE, INC. Service code 15 127 WASHINGTON AVENUE · NORTH HAVEN, CT 06473 | Recordkeeping | $5,258 |
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 | $186,440 | $62,132+200.1% | $185,823+0.3% | $73,488+153.7% |
| Participation rate | 97.5% | 67.8%+29.7pp | 78.0%+19.5pp | 70.7%+26.8pp |
| Annual return | 17.28% | 20.44%-3.2pp | 35.95%-18.7pp | 28.51%-11.2pp |
| Employer contribution / active EE | $5,139 | $1,681+205.7% | $4,087+25.7% | $2,270+126.4% |
| Participant deferral / active EE | $3,182 | $3,711-14.3% | $5,632-43.5% | $3,740-14.9% |
| Admin fee / account holder | $368 | $419-12.0% | $9,500-96.1% | $513-28.2% |