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) | $1,850 |
NATIONWIDE4 years Service code 26 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $890 |
PENSION ASSURANCE LLP1 year Filed as: PENSION INNOVATIONS & CONSULTING Service code 26 · EIN 34-1944384 7558 KING'S POINT RD · TOLEDO, OH 43617 | Advisory (Participants) | $115 |
PENSION ASSURANCE LLP2 years Filed as: PENSION INNOVATIONS & CONSULTING, L Service code 26 7558 KING'S POINTE RD · TOLEDO, OH 43617 | Advisory (Participants) | $46 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,766 | $55,415-60.7% | $155,509-86.0% | $74,495-70.8% |
| Participation rate | 60.2% | 61.9%-1.7pp | 78.2%-18.0pp | 67.2%-7.0pp |
| Annual return | 12.41% | 268.50%-256.1pp | 64.67%-52.3pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $864 | $2,267-61.9% | $4,672-81.5% | $2,623-67.1% |
| Participant deferral / active EE | $1,211 | $2,836-57.3% | $5,626-78.5% | $4,346-72.1% |
| Admin fee / account holder | $15 | $1,738-99.1% | $15,912-99.9% | $1,942-99.2% |