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 5-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 |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $31,304 |
Filed as: PENSION FINANCIAL SERVICES INC. Service code 13 3700 CRESTWOOD PARKWAY #550 · DULUTH, GA 30096 | Contract Administrator | $19,643 |
Service code 28 PMT SVCS PCM C/O DCA YY 714420 · NASHVILLE, TN 37238 | Investment Management | $9,152 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $90,600-100.0% | $79,464-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | -98.77% | 977.43%-1076.2pp | 718.14%-816.9pp | 519.73%-618.5pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |