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 |
|---|---|---|
NATIONWIDE3+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $31,174 |
Filed as: NORTHWESTERN MUTUAL INV. SERVICES Service code 26 | Advisory (Participants) | $20,463 |
SENTINEL PENSION LLC3+ years Filed as: SENTINEL PENSION, LLC Service code 10 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $8,796 |
Service code 26 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $63,789 | $57,065+11.8% | $75,670-15.7% | $70,131-9.0% |
| Participation rate | 57.0% | 68.1%-11.1pp | 72.3%-15.4pp | 69.5%-12.6pp |
| Annual return | 13.79% | 23.57%-9.8pp | 27.34%-13.6pp | 73.14%-59.4pp |
| Employer contribution / active EE | $328 | $1,817-81.9% | $2,352-86.0% | $2,342-86.0% |
| Participant deferral / active EE | $1,906 | $2,580-26.1% | $3,142-39.4% | $3,332-42.8% |
| Admin fee / account holder | $123 | $3,825-96.8% | $5,800-97.9% | $4,645-97.4% |