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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-1592130 | Recordkeeping | $50,834 |
Filed as: STEIDLE PENSION SOLUTIONS, LLC Service code 17 · EIN 02-0794802 128 MAIN STREET · LEBANON, NJ 088330530 | Pension Consulting | $21,172 |
NATIONWIDE2+ years Filed as: NATIONWIDE PLANNING ASSOC. Service code 27 · EIN 22-1063549 115 W CENTURY RD STE 360 · PARAMUS, NJ 07652 | Advisory (Plan) | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,801 | $155,795-79.6% | $136,294-76.7% | $69,631-54.3% |
| Participation rate | 36.5% | 75.2%-38.8pp | 81.9%-45.5pp | 70.7%-34.2pp |
| Annual return | 15.42% | 232464.33%-232448.9pp | 5155.94%-5140.5pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $497 | $2,991-83.4% | $4,695-89.4% | $2,032-75.6% |
| Participant deferral / active EE | $2,405 | $5,394-55.4% | $6,247-61.5% | $3,224-25.4% |
| Admin fee / account holder | $64 | $128-50.2% | $9,243-99.3% | $110-42.1% |