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 |
|---|---|---|
NATIONWIDE9+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $218,814 |
PENSION ASSURANCE LLP8 years Filed as: KB PENSION SERVICES Service code 13 · EIN 65-0721164 9423 TOWN CENTER PKWY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $18,400 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,190 | $47,126+32.0% | $149,673-58.4% | $74,419-16.4% |
| Participation rate | 99.9% | 63.4%+36.5pp | 78.8%+21.1pp | 70.7%+29.1pp |
| Annual return | 16.51% | 22.75%-6.2pp | 134.42%-117.9pp | 34.38%-17.9pp |
| Employer contribution / active EE | $2,524 | $1,905+32.4% | $4,818-47.6% | $2,637-4.3% |
| Participant deferral / active EE | $5,101 | $2,728+87.0% | $5,680-10.2% | $4,528+12.7% |
| Admin fee / account holder | $239 | $343-30.2% | $13,210-98.2% | $348-31.2% |