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 |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,990 |
PENSION ASSURANCE LLP3 years Filed as: THE PENSION SERVICE Service code 14 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 14228 | Plan Administrator | $5,073 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,014 | $59,186-54.4% | $76,768-64.8% | $56,287-52.0% |
| Participation rate | 17.2% | 75.2%-58.1pp | 77.0%-59.8pp | 69.9%-52.7pp |
| Annual return | -5.05% | 6.62%-11.7pp | 2.43%-7.5pp | -9.96%+4.9pp |
| Employer contribution / active EE | $149 | $1,759-91.6% | $2,485-94.0% | $2,111-93.0% |
| Participant deferral / active EE | $465 | $3,255-85.7% | $3,852-87.9% | $3,350-86.1% |
| Admin fee / account holder | $64 | $489-86.8% | $6,675-99.0% | $521-87.6% |