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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,251 |
PENSION ASSURANCE LLP5 years Filed as: THE PENSION SERVICE INC Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $24,819 |
Service code 13 · EIN 82-3348747 127 WASHINGTON AVENUE · NORTH HAVEN, CT 06473 | Contract Administrator | $7,709 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,203 | $82,978-81.7% | $129,995-88.3% | $71,457-78.7% |
| Participation rate | 97.9% | 74.1%+23.8pp | 78.5%+19.4pp | 67.9%+29.9pp |
| Annual return | 16.20% | 20.60%-4.4pp | -137.18%+153.4pp | 28.85%-12.6pp |
| Employer contribution / active EE | $1,321 | $2,622-49.6% | $4,320-69.4% | $2,588-49.0% |
| Participant deferral / active EE | $2,311 | $4,432-47.9% | $5,820-60.3% | $4,289-46.1% |
| Admin fee / account holder | $148 | $1,729-91.5% | $10,614-98.6% | $1,587-90.7% |