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 31-4156830 ONE NATIONAL PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,117 |
PENSION ASSURANCE LLP3+ years Filed as: THE PENSION SERVICE, INC. Service code 15 · EIN 16-0874395 THE EDWARDS BLOCK · WESTBROOK, ME 04092 | Recordkeeping | $7,723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,943 | $47,977-60.5% | $154,107-87.7% | $56,287-66.3% |
| Participation rate | 46.5% | 66.2%-19.7pp | 83.0%-36.5pp | 69.9%-23.4pp |
| Annual return | 8.69% | 3.54%+5.1pp | 735.12%-726.4pp | -9.96%+18.6pp |
| Employer contribution / active EE | $434 | $2,169-80.0% | $5,298-91.8% | $2,111-79.5% |
| Participant deferral / active EE | $889 | $2,392-62.8% | $5,081-82.5% | $3,350-73.5% |
| Admin fee / account holder | $111 | $438-74.6% | $13,411-99.2% | $521-78.7% |