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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBIS, OH 43215 | Recordkeeping | $13,157 |
PENSION ASSURANCE LLP5 years Filed as: THE PENSION SERVICE Service code 15 127 WASHINGTON AVENUE · NORTH HAVEN, CT 06473 | Recordkeeping | $9,464 |
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 | $141,805 | $81,625+73.7% | $167,512-15.3% | $74,304+90.8% |
| Participation rate | 93.0% | 60.0%+32.9pp | 77.1%+15.9pp | 60.3%+32.6pp |
| Annual return | 12.72% | 26.09%-13.4pp | 1615.79%-1603.1pp | 29.43%-16.7pp |
| Employer contribution / active EE | $5,992 | $2,010+198.1% | $3,882+54.4% | $2,241+167.4% |
| Participant deferral / active EE | $4,628 | $4,115+12.5% | $6,405-27.7% | $3,767+22.8% |
| Admin fee / account holder | $49 | $3,474-98.6% | $9,769-99.5% | $2,969-98.4% |