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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,356 |
PENSION ASSURANCE LLP4 years Filed as: THE PENSION SERVICE INC Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $20,641 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,838 | $86,655-86.3% | $119,609-90.1% | $66,914-82.3% |
| Participation rate | 95.4% | 75.6%+19.8pp | 79.3%+16.1pp | 69.8%+25.6pp |
| Annual return | -17.27% | -8.00%-9.3pp | -14.97%-2.3pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,203 | $2,536-52.6% | $4,232-71.6% | $2,544-52.7% |
| Participant deferral / active EE | $2,116 | $4,358-51.4% | $5,602-62.2% | $4,237-50.1% |
| Admin fee / account holder | $98 | $755-87.0% | $10,323-99.0% | $593-83.4% |