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 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $57,921 |
Filed as: STEIDLE PENSION SOLUTIONS, LLC Service code 17 · EIN 02-0794802 128 MAIN STREET · LEBANON, NJ 088330530 | Pension Consulting | $26,908 |
Service code 17 · EIN 22-1915571 330 PASSAIC AVENUE · FAIRFIELD, NJ 07004 | Pension Consulting | $318 |
NATIONWIDE1 year Filed as: NATIONWIDE PLANNING ASSOC Service code 27 · EIN 22-1063549 115 W. CENTURY ROAD · 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).
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 | $29,009 | $73,102-60.3% | $123,544-76.5% | $56,287-48.5% |
| Participation rate | 39.4% | 74.3%-34.9pp | 82.3%-42.9pp | 69.9%-30.5pp |
| Annual return | -8.32% | 3.01%-11.3pp | 119.20%-127.5pp | -9.96%+1.6pp |
| Employer contribution / active EE | $527 | $2,977-82.3% | $4,628-88.6% | $2,111-75.0% |
| Participant deferral / active EE | $2,596 | $5,423-52.1% | $6,426-59.6% | $3,350-22.5% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |