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 |
|---|---|---|
NATIONWIDE4 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $82,277 |
WOODBURY FINANCIAL SERVICES4 years Filed as: WOODBURY FINANCIAL SERVICES, INC Service code 27 7755 THIRD STREET N · DALE, MN 55128 | Advisory (Plan) | $66,708 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 15 88 BOYD AVENUE · EAST PROVIDENCE, RI 029141202 | Recordkeeping | $27,270 |
COHNREZNICK LLP1 year Service code 10 1301 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Accounting | $13,500 |
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,140 | $45,000-75.2% | $143,757-92.3% | $77,904-85.7% |
| Participation rate | 91.5% | 66.8%+24.7pp | 80.3%+11.2pp | 73.7%+17.9pp |
| Annual return | -18.66% | 29.03%-47.7pp | -0.04%-18.6pp | 12.21%-30.9pp |
| Employer contribution / active EE | $1,003 | $1,870-46.4% | $4,951-79.8% | $2,848-64.8% |
| Participant deferral / active EE | $2,960 | $3,157-6.2% | $5,637-47.5% | $4,806-38.4% |
| Admin fee / account holder | $100 | $98+1.2% | $14,673-99.3% | $133-24.9% |