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 | $25,045 |
Filed as: PENSION FINANCIAL SVCS INC Service code 13 | Contract Administrator | $4,142 |
Filed as: PENSION FINANCIAL SERVICES Service code 13 3700 CRESTWOOD PARKWAY, SUITE 550 · DULUTH, GA 300967157 | Contract Administrator | $2,778 |
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.)
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 | $28,508 | $60,165-52.6% | $74,183-61.6% | $55,167-48.3% |
| Participation rate | 49.3% | 74.2%-24.8pp | 76.6%-27.3pp | 69.0%-19.7pp |
| Annual return | 15.80% | 10.00%+5.8pp | 17.74%-1.9pp | 169.23%-153.4pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,273 | $2,973+10.1% | $3,550-7.8% | $3,054+7.2% |
| Admin fee / account holder | $306 | $419-27.1% | $5,586-94.5% | $504-39.3% |