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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $42,012 |
Filed as: MAYFLOWER ADVISORS Service code 27 265 FRANKLIN STREET, 4TH FL · BOSTON, MA 02110 | Advisory (Plan) | $26,502 |
THE ANGELL PENSION GROUP, INC.5+ years Filed as: THE ANGELL PENSION GROUP Service code 13 · EIN 04-2530412 | Contract Administrator | $4,287 |
INVESCO2 years Filed as: INVESCO INVESTMENTS Service code 15 | Recordkeeping | $1,046 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,675 | $73,867+26.8% | $143,757-34.8% | $68,494+36.8% |
| Participation rate | 80.4% | 66.7%+13.8pp | 80.3%+0.1pp | 67.9%+12.5pp |
| Annual return | -16.59% | 1.01%-17.6pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,579 | $3,184+12.4% | $4,951-27.7% | $2,596+37.9% |
| Participant deferral / active EE | $10,821 | $3,384+219.7% | $5,637+92.0% | $4,027+168.7% |
| Admin fee / account holder | $923 | $5,755-84.0% | $14,673-93.7% | $5,403-82.9% |