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 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $99,694 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,333 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $22,703 |
PENSION ASSURANCE LLP1 year Filed as: KB PENSION SERVICES, INC. Service code 13 · EIN 65-0721164 8374 MARKET STREET, #502 · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $18,835 |
Service code 27 | Advisory (Plan) | $10,189 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 · EIN 51-6041053 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,069 | $50,815+43.8% | $155,509-53.0% | $77,643-5.9% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 13.78% | 34.80%-21.0pp | 64.67%-50.9pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,603 | $1,993+30.6% | $4,672-44.3% | $2,726-4.5% |
| Participant deferral / active EE | $5,143 | $2,822+82.3% | $5,626-8.6% | $4,647+10.7% |
| Admin fee / account holder | $188 | $437-56.9% | $15,912-98.8% | $430-56.2% |