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 | $67,760 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION SERVICE Service code 15 127 WASHINGTON AVENUE · NORTH HAVEN, CT 06473 | Recordkeeping | $5,054 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,721 | $70,879+179.0% | $189,557+4.3% | $79,386+149.1% |
| Participation rate | 95.2% | 68.0%+27.3pp | 78.4%+16.8pp | 70.7%+24.5pp |
| Annual return | 23.60% | 20.70%+2.9pp | 64.17%-40.6pp | 116.85%-93.3pp |
| Employer contribution / active EE | $4,937 | $1,806+173.3% | $4,412+11.9% | $2,427+103.4% |
| Participant deferral / active EE | $3,010 | $4,081-26.3% | $6,174-51.2% | $4,046-25.6% |
| Admin fee / account holder | $499 | $647-23.0% | $9,807-94.9% | $626-20.4% |