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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,459 |
PENSION ASSURANCE LLP6+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 · EIN 73-1521434 9116 N. KELLEY AVE. · OKLAHOMA CITY, OK 73131 | Contract Administrator | $6,382 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $24,009 | $29,369-18.2% | $77,482-69.0% | $73,409-67.3% |
| Participation rate | 13.8% | 37.9%-24.1pp | 54.2%-40.4pp | 72.2%-58.4pp |
| Annual return | 14.71% | 358.15%-343.4pp | 54.79%-40.1pp | 59.29%-44.6pp |
| Employer contribution / active EE | $107 | $406-73.6% | $986-89.2% | $2,234-95.2% |
| Participant deferral / active EE | $313 | $941-66.7% | $1,861-83.2% | $3,805-91.8% |
| Admin fee / account holder | $362 | $123+195.1% | $2,858-87.3% | $158+129.4% |