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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $31,193 |
THOMAS PARAVOLA10+ years Filed as: THOMAS J PARAVOLA Service code 29 · EIN 36-2909242 | Legal | $16,000 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $14,200 |
PENSION ASSURANCE LLP10+ years Filed as: THE PENSION SPECIALISTS Service code 13 · EIN 36-3592542 | Contract Administrator | $14,198 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,754 | $95,880-19.9% | $107,525-28.6% | $85,563-10.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 12.04% | 68.06%-56.0pp | 181.32%-169.3pp | 31.51%-19.5pp |
| Employer contribution / active EE | $6,700 | $3,812+75.8% | $3,754+78.5% | $2,654+152.5% |
| Participant deferral / active EE | $2,727 | $4,201-35.1% | $5,116-46.7% | $4,375-37.7% |
| Admin fee / account holder | $241 | $1,025-76.5% | $8,919-97.3% | $834-71.1% |