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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,248 |
THE INVESTMENT CENTER INC8+ years Filed as: THE INVESTMENT CENTER Service code 27 1420 ROUTE 206 NORTH · BEDMINSTER, NJ 07921 | Advisory (Plan) | $14,823 |
Filed as: PREFERRED PENSION PLANNING CORP. Service code 15 · EIN 22-3200158 991 ROUTE 22 WEST · BRIDGEWATER, NJ 088072956 | Recordkeeping | $2,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $59,987 | $63,442-5.4% | $68,791-12.8% | $66,914-10.4% |
| Participation rate | 34.0% | 60.0%-25.9pp | 69.0%-35.0pp | 69.8%-35.8pp |
| Annual return | -19.60% | -8.29%-11.3pp | -6.38%-13.2pp | 1.58%-21.2pp |
| Employer contribution / active EE | $1,099 | $1,775-38.1% | $2,655-58.6% | $2,544-56.8% |
| Participant deferral / active EE | $2,084 | $2,945-29.2% | $3,941-47.1% | $4,237-50.8% |
| Admin fee / account holder | $25 | $577-95.7% | $4,932-99.5% | $593-95.8% |