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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $70,840 |
PENSION ASSURANCE LLP2 years Filed as: THE PENSION SERVICE Service code 15 127 WASHINGTON AVENUE · NORTH HAVEN, CT 06473 | Recordkeeping | $6,386 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,780 | $59,159+159.9% | $159,960-3.9% | $66,914+129.8% |
| Participation rate | 96.3% | 68.1%+28.2pp | 78.0%+18.3pp | 69.8%+26.5pp |
| Annual return | -19.89% | -12.26%-7.6pp | 408.60%-428.5pp | 1.58%-21.5pp |
| Employer contribution / active EE | $5,134 | $1,983+158.9% | $4,226+21.5% | $2,544+101.8% |
| Participant deferral / active EE | $3,233 | $4,395-26.4% | $6,182-47.7% | $4,237-23.7% |
| Admin fee / account holder | $522 | $591-11.7% | $8,698-94.0% | $593-12.0% |