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 |
|---|---|---|
PENSION ASSURANCE LLP6 years Filed as: THE PENSION SERVICE Service code 15 127 WASHINGTON AVENUE · NORTH HAVEN, CT 06473 | Recordkeeping | $4,305 |
NATIONWIDE11+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBIS, OH 43215 | Recordkeeping | $1,790 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $471,255-100.0% | $493,514-100.0% | $357,791-100.0% |
| Participation rate | 0.0% | 87.7%-87.7pp | 86.6%-86.6pp | 85.6%-85.6pp |
| Annual return | -94.31% | -8.27%-86.0pp | -7.53%-86.8pp | 396.79%-491.1pp |
| Employer contribution / active EE | $0 | $7,367-100.0% | $6,745-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $3,572-100.0% | $3,576-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $29,116-100.0% | $31,190-100.0% | $28,387-100.0% |