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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $57,895 |
Filed as: PENSION FINANCIAL SVCS INC Service code 13 3700 CRESTWOOD PKWY, STE 550 · DULUTH, GA 30096 | Contract Administrator | $20,007 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,903 | $42,582-29.8% | $171,082-82.5% | $57,658-48.1% |
| Participation rate | 29.8% | 63.9%-34.1pp | 76.7%-46.9pp | 70.2%-40.4pp |
| Annual return | 10.46% | 308.67%-298.2pp | 32.56%-22.1pp | 5.13%+5.3pp |
| Employer contribution / active EE | $671 | $1,306-48.7% | $4,002-83.2% | $1,974-66.0% |
| Participant deferral / active EE | $1,159 | $2,933-60.5% | $4,797-75.8% | $3,061-62.1% |
| Admin fee / account holder | $310 | $82+276.9% | $8,520-96.4% | $95+228.3% |