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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,201 |
PENSION ASSURANCE LLP1 year Filed as: PENSION INNOVATIONS & CONSULTING LL Service code 15 7558 KING'S POINTE RD · TOLEDONATI, OH 43617 | Recordkeeping | $1,558 |
Filed as: MML INVESTORS SERVICES LLC Service code 26 PO BOX 9500 · SPRINGFIELD, MA 01102 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,578 | $65,061-74.5% | $143,757-88.5% | $66,914-75.2% |
| Participation rate | 55.2% | 65.2%-10.0pp | 80.3%-25.1pp | 69.8%-14.6pp |
| Annual return | -17.95% | -11.14%-6.8pp | -0.04%-17.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $759 | $2,361-67.8% | $4,951-84.7% | $2,544-70.2% |
| Participant deferral / active EE | $1,128 | $2,919-61.3% | $5,637-80.0% | $4,237-73.4% |
| Admin fee / account holder | $14 | $502-97.2% | $14,673-99.9% | $593-97.6% |