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 38 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant Communication | $70,165 |
PENSION ASSURANCE LLP2 years Filed as: PENSION SOLUTIONS, INC. Service code 13 9116 N KELLEY AVENUE · OKLAHOMA CITY, OK 73131 | Contract Administrator | $727 |
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 | $117,997 | $50,637+133.0% | $86,590+36.3% | $62,292+89.4% |
| Participation rate | 71.8% | 67.9%+3.9pp | 73.5%-1.8pp | 69.5%+2.3pp |
| Annual return | 14.05% | 20.80%-6.7pp | 964.84%-950.8pp | 28.90%-14.8pp |
| Employer contribution / active EE | $2,356 | $2,075+13.5% | $2,839-17.0% | $2,042+15.4% |
| Participant deferral / active EE | $4,608 | $2,611+76.5% | $3,609+27.7% | $3,169+45.4% |
| Admin fee / account holder | $0 | $413-100.0% | $4,906-100.0% | $479-100.0% |