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 |
|---|---|---|
NATIONWIDE4+ years Service code 38 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant Communication | $43,140 |
PENSION ASSURANCE LLP4+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 · EIN 73-1521434 9116 N. KELLEY AVE · OKLAHOMA CITY, OK 73131 | Contract Administrator | $22,950 |
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.
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 | $16,764 | $43,999-61.9% | $79,464-78.9% | $55,725-69.9% |
| Participation rate | 59.0% | 66.9%-7.9pp | 73.3%-14.3pp | 70.9%-11.8pp |
| Annual return | -7.10% | 1.81%-8.9pp | 718.14%-725.2pp | 244.93%-252.0pp |
| Employer contribution / active EE | $1,605 | $1,830-12.3% | $2,800-42.7% | $2,078-22.8% |
| Participant deferral / active EE | $1,997 | $2,538-21.3% | $3,704-46.1% | $3,356-40.5% |
| Admin fee / account holder | $241 | $118+105.2% | $5,113-95.3% | $115+109.4% |