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 31-1592130 ONE NATIONWIDE PLAZ · COLUMBUS, OH 43215 | Recordkeeping | $11,150 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION SOLUTIONS, INC. Service code 15 · EIN 73-1521434 9116 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Recordkeeping | $1,293 |
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.
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 | $12,173 | $52,467-76.8% | $57,179-78.7% | $55,167-77.9% |
| Participation rate | 35.7% | 75.8%-40.2pp | 75.3%-39.7pp | 69.0%-33.3pp |
| Annual return | 3.65% | 7.72%-4.1pp | 14.59%-10.9pp | 169.23%-165.6pp |
| Employer contribution / active EE | $288 | $2,477-88.4% | $2,682-89.2% | $1,963-85.3% |
| Participant deferral / active EE | $617 | $2,830-78.2% | $3,096-80.1% | $3,054-79.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |