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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,371 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 3700 CRESTWOOD PARKWAY, SUITE 550 · DULUTH, GA 30096 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,974 | $79,171+1.0% | $102,423-21.9% | $74,495+7.4% |
| Participation rate | 86.0% | 74.8%+11.2pp | 76.5%+9.5pp | 67.2%+18.8pp |
| Annual return | 15.88% | 54.93%-39.1pp | 29.32%-13.4pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $2,294 | $2,362-2.9% | $3,023-24.1% | $2,623-12.5% |
| Participant deferral / active EE | $10,455 | $4,415+136.8% | $5,053+106.9% | $4,346+140.6% |
| Admin fee / account holder | $50 | $2,001-97.5% | $9,451-99.5% | $1,942-97.4% |