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 38 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant Communication | $4,530 |
PENSION ASSURANCE LLP9 years Filed as: PENSION SOLUTIONS, INC. Service code 13 · EIN 73-1521434 9116 N KELLEY AVENUE · OKLAHOMA CITY, OK 73131 | Contract Administrator | $393 |
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 | $187,323 | $60,261+210.9% | $81,783+129.0% | $74,546+151.3% |
| Participation rate | 81.3% | 62.9%+18.4pp | 72.4%+8.9pp | 67.2%+14.0pp |
| Annual return | 12.02% | 16.88%-4.9pp | 775.05%-763.0pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $3,296 | $2,622+25.7% | $2,913+13.2% | $2,624+25.6% |
| Participant deferral / active EE | $6,754 | $3,388+99.4% | $4,320+56.3% | $4,347+55.3% |
| Admin fee / account holder | $0 | $1,482-100.0% | $7,380-100.0% | $1,944-100.0% |