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 |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,104 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SVCS INC Service code 22 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Insurance Broker | $10,135 |
SENTINEL PENSION LLC2 years Filed as: SENTINEL PENSION Service code 15 · EIN 46-0570503 6811 JEFFERSON HWY · BATON ROUGE, LA 70808 | Recordkeeping | $10,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,008 | $52,293-38.8% | $178,490-82.1% | $73,409-56.4% |
| Participation rate | 33.0% | 65.3%-32.4pp | 81.9%-49.0pp | 72.2%-39.2pp |
| Annual return | 15.26% | 34.75%-19.5pp | 151.07%-135.8pp | 59.29%-44.0pp |
| Employer contribution / active EE | $612 | $1,735-64.7% | $5,011-87.8% | $2,234-72.6% |
| Participant deferral / active EE | $1,252 | $2,332-46.3% | $5,202-75.9% | $3,805-67.1% |
| Admin fee / account holder | $76 | $127-40.2% | $13,984-99.5% | $158-51.8% |