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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $53,067 |
PENSION ASSURANCE LLP4 years Filed as: THE PENSION SERVICE Service code 15 127 WASHINGTON AVENUE · NORTH HAVEN, CT 06473 | Recordkeeping | $5,212 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $193,777 | $73,360+164.1% | $177,989+8.9% | $74,495+160.1% |
| Participation rate | 90.5% | 66.6%+23.9pp | 77.1%+13.4pp | 67.2%+23.3pp |
| Annual return | 30.28% | 17.49%+12.8pp | 294.48%-264.2pp | 1364.94%-1334.7pp |
| Employer contribution / active EE | $5,173 | $2,216+133.4% | $3,949+31.0% | $2,623+97.2% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $6,276-100.0% | $4,346-100.0% |
| Admin fee / account holder | $337 | $1,808-81.4% | $10,363-96.7% | $1,942-82.7% |