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 |
|---|---|---|
NATIONWIDE7 years Service code 15 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $45,499 |
PENSION FINANCIAL SERVICES, INC.9+ years Filed as: PENSION FINANCIAL SERVICES, INC Service code 13 · EIN 58-1485803 | Contract Administrator | $44,911 |
LAMON & STERN INC8 years Filed as: LAMON & STERN Service code 22 4200 NORTHSIDE PKWY BLDG 4 STE 300 · ATLANTA, GA 303270000 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,909 | $27,839+68.5% | $58,482-19.8% | $71,457-34.4% |
| Participation rate | 90.4% | 34.5%+55.8pp | 50.9%+39.5pp | 67.9%+22.5pp |
| Annual return | 12.81% | 26.81%-14.0pp | 4239.32%-4226.5pp | 28.85%-16.0pp |
| Employer contribution / active EE | $1,049 | $631+66.4% | $1,053-0.4% | $2,588-59.4% |
| Participant deferral / active EE | $3,067 | $1,206+154.2% | $1,924+59.4% | $4,289-28.5% |
| Admin fee / account holder | $405 | $1,641-75.3% | $2,516-83.9% | $1,587-74.5% |