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 10-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 |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $78,900 |
Service code 33 4250 VETERANS MEMORIAL HWY · HOLBROOK, NY 11741 | Securities brokerage commissions and ... | $55,794 |
PENSION ASSURANCE LLP3 years Filed as: THE PENSION SERVICE, INC. Service code 15 270 NORTHPOINTE PKWY SUITE 10 · AMHERST, NY 14228 | Recordkeeping | $16,501 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,472 | $65,435+6.2% | $86,677-19.8% | $66,914+3.8% |
| Participation rate | 66.4% | 75.5%-9.1pp | 76.6%-10.2pp | 69.8%-3.4pp |
| Annual return | 3.64% | -10.89%+14.5pp | 35.91%-32.3pp | 1.58%+2.1pp |
| Employer contribution / active EE | $522 | $2,153-75.8% | $2,836-81.6% | $2,544-79.5% |
| Participant deferral / active EE | $3,398 | $4,100-17.1% | $4,656-27.0% | $4,237-19.8% |
| Admin fee / account holder | $107 | $642-83.4% | $7,493-98.6% | $593-82.0% |