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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,686 |
MORGAN STANLEY SMITH BARNEY2 years Service code 27 | Advisory (Plan) | $4,954 |
TRINITY PENSION CONSULTANTS3 years Service code 17 · EIN 20-4548831 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Pension Consulting | $450 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | 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.
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 | $23,026 | $38,365-40.0% | $84,611-72.8% | $65,185-64.7% |
| Participation rate | 21.3% | 55.7%-34.3pp | 68.2%-46.9pp | 70.2%-48.9pp |
| Annual return | 37.86% | 32.00%+5.9pp | 258.74%-220.9pp | 29.38%+8.5pp |
| Employer contribution / active EE | $86 | $1,258-93.1% | $2,652-96.7% | $2,177-96.0% |
| Participant deferral / active EE | $894 | $2,278-60.8% | $3,899-77.1% | $3,514-74.6% |
| Admin fee / account holder | $0 | $451-100.0% | $4,912-100.0% | $847-100.0% |