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 |
|---|---|---|
NATIONWIDE6 years Service code 15 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $37,716 |
PENSION FINANCIAL SERVICES, INC.8+ years Filed as: PENSION FINANCIAL SERVICES, INC Service code 13 · EIN 58-1485803 | Contract Administrator | $28,740 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,387 | $26,549+6.9% | $61,373-53.7% | $66,914-57.6% |
| Participation rate | 88.5% | 38.1%+50.4pp | 52.6%+35.9pp | 69.8%+18.7pp |
| Annual return | -13.10% | -16.21%+3.1pp | 338.61%-351.7pp | 1.58%-14.7pp |
| Employer contribution / active EE | $923 | $651+41.7% | $1,159-20.4% | $2,544-63.7% |
| Participant deferral / active EE | $2,594 | $1,338+93.9% | $2,125+22.1% | $4,237-38.8% |
| Admin fee / account holder | $226 | $409-44.7% | $2,130-89.4% | $593-61.9% |