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 |
|---|---|---|
PROACCOUNT1 year Service code 72 10 W. NATIONWIDE BLVD. · COLUMBUS, OH 43215 | Other investment fees and expenses | $30,048 |
Filed as: RAYMOND JAMES FIN SERV ADVISORS Service code 26 880 CARILLON PKWY. · SAINT PETERSBURG, FL 337334527 | Advisory (Participants) | $23,762 |
NATIONWIDE8 years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $5,619 |
PENSION SERVICES, INC.10+ years Service code 13 3150 SW 38 AVENUE · MIAMI, FL 33146 | Contract Administrator | $5,100 |
Filed as: JOHN HANCOCK LIFE INS. CO. (USA) Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,072 | $55,347-45.7% | $120,368-75.0% | $199,768-84.9% |
| Participation rate | 20.8% | 52.9%-32.1pp | 71.9%-51.1pp | 72.0%-51.2pp |
| Annual return | 25.65% | 15.37%+10.3pp | 107.26%-81.6pp | 34.26%-8.6pp |
| Employer contribution / active EE | $519 | $1,296-60.0% | $3,465-85.0% | $3,037-82.9% |
| Participant deferral / active EE | $898 | $2,350-61.8% | $4,991-82.0% | $5,090-82.3% |
| Admin fee / account holder | $81 | $134-39.3% | $9,429-99.1% | $269-69.7% |