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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,562 |
PENSION ASSURANCE LLP9+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 · EIN 73-1521434 9116 N. KELLEY AVE. · OKLAHOMA CITY, OK 73131 | Contract Administrator | $5,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,877 | $26,114-54.5% | $58,482-79.7% | $74,419-84.0% |
| Participation rate | 29.1% | 32.1%-3.1pp | 50.9%-21.8pp | 70.7%-41.7pp |
| Annual return | 12.41% | 32.51%-20.1pp | 4239.32%-4226.9pp | 34.38%-22.0pp |
| Employer contribution / active EE | $269 | $536-49.7% | $1,053-74.4% | $2,637-89.8% |
| Participant deferral / active EE | $573 | $1,075-46.7% | $1,924-70.2% | $4,528-87.3% |
| Admin fee / account holder | $118 | $649-81.8% | $2,516-95.3% | $348-66.1% |