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 |
|---|---|---|
GELMAN PENSION CONSULTING, INC.10+ years Service code 11 70 WEST 40TH STREET 8TH FLOOR · NEW YORK, NY 10018 | Actuarial | $28,752 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,674 |
QUINT CAPITAL CORPORATION10+ years Filed as: QUINT CHAMPION CAPITAL CORP. Service code 26 230 PARK AVE SUITE 460 · NEW YORK, NY 101690499 | Advisory (Participants) | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,558 | $53,199-89.6% | $155,567-96.4% | $199,768-97.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 1.98% | 41.17%-39.2pp | 64.74%-62.8pp | 34.26%-32.3pp |
| Employer contribution / active EE | $258 | $1,852-86.0% | $4,674-94.5% | $3,037-91.5% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,628-100.0% | $5,090-100.0% |
| Admin fee / account holder | $26 | $186-85.9% | $15,916-99.8% | $269-90.3% |