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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,622 |
PENTEGRA SERVICES, INC.1+ years Filed as: APS PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE CT DR · BLACKLICK, OH 430049297 | Recordkeeping | $3,671 |
PNC BANK, N.A.1+ years Filed as: PNC INVESTMENTS Service code 19 · EIN 25-1435979 TWO PNC PLAZA 26TH FL · PITTSBURGH, PA 15222 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $5,164 | $80,177-93.6% | $123,892-95.8% | $57,658-91.0% |
| Participation rate | 28.1% | 74.4%-46.3pp | 81.4%-53.3pp | 70.2%-42.1pp |
| Annual return | 17.12% | 17.90%-0.8pp | 47.52%-30.4pp | 5.13%+12.0pp |
| Employer contribution / active EE | $328 | $2,913-88.7% | $4,617-92.9% | $1,974-83.4% |
| Participant deferral / active EE | $566 | $5,130-89.0% | $5,984-90.5% | $3,061-81.5% |
| Admin fee / account holder | $104 | $106-2.5% | $8,357-98.8% | $95+9.6% |