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 |
|---|---|---|
NATIONWIDE2+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $9,087 |
TRINITY PENSION GROUP, LLC2+ years Filed as: TRINITY PENSION GROUP Service code 13 · EIN 20-0235252 4196 MENDENHALL OAKS PARKWAY · HIGH POINT, NC 27265 | Contract Administrator | $5,534 |
CHRISTY RUSSELL2+ years Service code 28 P.O. BOX 1324 · ROCKINGHAM, NC 28380 | Investment Management | $1,582 |
TRINITY PENSION GROUP, LLC1+ years Service code 13 | Contract Administrator | $457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,289 | $42,546-82.9% | $71,796-89.8% | $55,167-86.8% |
| Participation rate | 56.8% | 59.1%-2.3pp | 69.1%-12.3pp | 69.0%-12.2pp |
| Annual return | -0.13% | 12.36%-12.5pp | 78.04%-78.2pp | 169.23%-169.4pp |
| Employer contribution / active EE | $275 | $803-65.8% | $1,924-85.7% | $1,963-86.0% |
| Participant deferral / active EE | $402 | $2,064-80.5% | $2,794-85.6% | $3,054-86.8% |
| Admin fee / account holder | $56 | $650-91.4% | $4,815-98.8% | $504-88.9% |