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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,252 |
ARVEST ASSET MANAGEMENT1+ years Service code 22 P.O. BOX 333 · LOWELL, AR 72745 | Insurance Broker | $8,295 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 · EIN 73-1521434 9400 N. BROADWAY · OKLAHOMA CITY, OK 73114 | Contract Administrator | $927 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,095 | $22,714-24.7% | $59,496-71.3% | $55,191-69.0% |
| Participation rate | 12.5% | 37.5%-24.9pp | 54.6%-42.0pp | 69.2%-56.6pp |
| Annual return | -2.81% | -44.01%+41.2pp | 182.05%-184.9pp | 10.78%-13.6pp |
| Employer contribution / active EE | $92 | $418-78.1% | $1,153-92.1% | $1,899-95.2% |
| Participant deferral / active EE | $242 | $843-71.3% | $1,829-86.7% | $3,046-92.0% |
| Admin fee / account holder | $182 | $83+118.1% | $2,232-91.9% | $91+100.2% |