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 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $75,518 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,502 |
PW PARTNERS1 year Service code 10 1 EASTON OVAL · COLUMBUS, OH 432196062 | Accounting | $20,000 |
PENTEGRA SERVICES, INC.7 years Filed as: A P S - PENTEGRA Service code 13 · EIN 13-3892096 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Contract Administrator | $13,160 |
PPA/TPA1 year Service code 26 427 S HAMILTON ROAD · COLUMBUS, OH 432166513 | Advisory (Participants) | $2,006 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES INC Service code 13 · EIN 13-3745616 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Contract Administrator | $241 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,247 | $54,193-9.1% | $93,606-47.4% | $77,643-36.6% |
| Participation rate | 89.5% | 63.9%+25.5pp | 68.7%+20.7pp | 70.6%+18.9pp |
| Annual return | 12.26% | 30.54%-18.3pp | 133.20%-120.9pp | 31.24%-19.0pp |
| Employer contribution / active EE | $717 | $1,168-38.7% | $2,420-70.4% | $2,726-73.7% |
| Participant deferral / active EE | $5,428 | $3,144+72.7% | $4,411+23.1% | $4,647+16.8% |
| Admin fee / account holder | $132 | $576-77.0% | $8,285-98.4% | $430-69.2% |