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 8-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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,278 |
PENSION ASSURANCE LLP2 years Filed as: THE PENSION SERVICE INC Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $7,232 |
PENSION ASSURANCE LLP4+ years Filed as: THE PENSION SERVICE Service code 15 | Recordkeeping | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,527 | $81,474-78.5% | $133,956-86.9% | $73,488-76.2% |
| Participation rate | 63.3% | 76.4%-13.1pp | 79.8%-16.6pp | 70.7%-7.4pp |
| Annual return | 14.64% | 19.40%-4.8pp | 45.09%-30.4pp | 28.51%-13.9pp |
| Employer contribution / active EE | $2,172 | $2,209-1.7% | $3,919-44.6% | $2,270-4.3% |
| Participant deferral / active EE | $1,269 | $3,786-66.5% | $5,048-74.9% | $3,740-66.1% |
| Admin fee / account holder | $40 | $713-94.4% | $8,927-99.6% | $513-92.2% |