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 |
|---|---|---|
PRO PRINT1 year Filed as: PRO ACCOUNT Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $21,610 |
THE PENSION DESIGN GROUP3 years Service code 15 · EIN 31-1081385 760 LAKEVIEW PLAZA BLVD · WORTHINGTON, OH 430856720 | Recordkeeping | $4,365 |
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,956 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,175 | $89,808-38.6% | $100,383-45.0% | $77,671-29.0% |
| Participation rate | 58.1% | 81.2%-23.1pp | 81.5%-23.4pp | 70.6%-12.4pp |
| Annual return | 15.69% | 20.62%-4.9pp | 49.26%-33.6pp | 31.21%-15.5pp |
| Employer contribution / active EE | $532 | $3,039-82.5% | $3,944-86.5% | $2,726-80.5% |
| Participant deferral / active EE | $8,452 | $8,284+2.0% | $8,086+4.5% | $4,648+81.8% |
| Admin fee / account holder | $220 | $174+26.4% | $7,900-97.2% | $430-48.8% |