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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,184 |
PENSION ASSURANCE LLP5+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 · EIN 73-1521434 9116 N. KELLEY AVE. · OKLAHOMA CITY, OK 73131 | Contract Administrator | $4,090 |
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.
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 | $21,982 | $25,302-13.1% | $74,701-70.6% | $67,579-67.5% |
| Participation rate | 12.4% | 37.8%-25.5pp | 54.5%-42.1pp | 71.3%-58.9pp |
| Annual return | 22.25% | 10291.17%-10268.9pp | 752.92%-730.7pp | 378.56%-356.3pp |
| Employer contribution / active EE | $122 | $446-72.7% | $1,084-88.7% | $2,148-94.3% |
| Participant deferral / active EE | $260 | $954-72.7% | $1,964-86.7% | $3,539-92.6% |
| Admin fee / account holder | $220 | $108+104.7% | $3,333-93.4% | $142+54.9% |