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 year Service code 15 · EIN 72-1192571 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,833 |
SENTINEL PENSION LLC1 year Filed as: SENTINEL PENSION Service code 15 · EIN 46-0570503 6811 JEFFERSON HWY · BATON ROUGE, LA 70808 | Recordkeeping | $13,382 |
Filed as: MORGAN STANLEY INS SVCS INC Service code 22 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Insurance Broker | $9,572 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,571 | $62,928-61.0% | $172,739-85.8% | $67,579-63.6% |
| Participation rate | 35.7% | 64.5%-28.7pp | 82.6%-46.9pp | 71.3%-35.5pp |
| Annual return | 19.17% | 30.36%-11.2pp | 802.84%-783.7pp | 378.56%-359.4pp |
| Employer contribution / active EE | $607 | $1,636-62.9% | $5,143-88.2% | $2,148-71.7% |
| Participant deferral / active EE | $1,123 | $2,145-47.7% | $5,198-78.4% | $3,539-68.3% |
| Admin fee / account holder | $116 | $167-30.6% | $13,954-99.2% | $142-18.7% |