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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $53,503 |
PENSION ASSURANCE LLP3 years Filed as: THE PENSION SERVICE Service code 15 127 WASHINGTON AVENUE · NORTH HAVEN, CT 06473 | Recordkeeping | $5,361 |
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 | $172,708 | $65,390+164.1% | $169,368+2.0% | $71,457+141.7% |
| Participation rate | 92.4% | 67.0%+25.4pp | 77.1%+15.2pp | 67.9%+24.4pp |
| Annual return | 16.60% | 21.31%-4.7pp | 405.60%-389.0pp | 28.85%-12.2pp |
| Employer contribution / active EE | $4,844 | $2,079+133.0% | $4,013+20.7% | $2,588+87.2% |
| Participant deferral / active EE | $3,586 | $4,367-17.9% | $6,221-42.4% | $4,289-16.4% |
| Admin fee / account holder | $380 | $1,324-71.3% | $9,003-95.8% | $1,587-76.1% |