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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,139 |
PENSION ASSURANCE LLP6 years Filed as: THE PENSION SERVICE INC Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $21,899 |
Service code 13 · EIN 82-3348747 127 WASHINGTON AVENUE · NORTH HAVEN, CT 06473 | Contract Administrator | $9,371 |
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 | $18,180 | $88,083-79.4% | $164,813-89.0% | $74,495-75.6% |
| Participation rate | 98.4% | 73.0%+25.3pp | 78.6%+19.8pp | 67.2%+31.2pp |
| Annual return | 11.78% | 17.26%-5.5pp | 69.93%-58.1pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,351 | $2,593-47.9% | $4,341-68.9% | $2,623-48.5% |
| Participant deferral / active EE | $2,359 | $4,498-47.6% | $6,031-60.9% | $4,346-45.7% |
| Admin fee / account holder | $169 | $2,234-92.4% | $12,690-98.7% | $1,942-91.3% |