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 7-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 |
|---|---|---|
NATIONWIDE1 year Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $34,304 |
Filed as: WOODBURY FINANCIAL SERVICES, INC Service code 27 7755 THIRD ST N · OAKDALE, MN 55128 | Advisory (Plan) | $20,369 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 15 88 BOYD AVENUE · EAST PROVIDENCE, RI 029141202 | Recordkeeping | $14,435 |
OCONNOR DAVIES,1 year Filed as: OCONNOR DAVIES Service code 10 21 FOSTERTOWN RD · NEWBURGH, NY 12550 | Accounting | $12,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,655 | $47,456-86.0% | $172,739-96.1% | $77,787-91.4% |
| Participation rate | 74.8% | 66.3%+8.5pp | 82.6%-7.9pp | 73.2%+1.6pp |
| Annual return | 2279.21% | 35.57%+2243.6pp | 802.84%+1476.4pp | 32.57%+2246.6pp |
| Employer contribution / active EE | $631 | $1,574-59.9% | $5,143-87.7% | $2,504-74.8% |
| Participant deferral / active EE | $2,383 | $2,560-6.9% | $5,198-54.1% | $3,967-39.9% |
| Admin fee / account holder | $67 | $81-16.5% | $13,954-99.5% | $100-32.6% |