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 |
|---|---|---|
PENSION ASSURANCE LLP11+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Participant loan processing; Claims p... | $57,844 |
NATIONWIDE1 year Service code 12 · EIN 31-4177100 | Custodial (other than securities); Pa... | $1,051 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 26-3415651 | Advisory (Participants) | $0 |
NATIONWIDE11+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 12 · EIN 31-4156830 | Recordkeeping and information managem... | $0 |
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.
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 | $30,961 | $50,982-39.3% | $154,803-80.0% | $85,563-63.8% |
| Participation rate | 64.8% | 59.8%+5.0pp | 78.1%-13.3pp | 66.0%-1.2pp |
| Annual return | 10.78% | 30.35%-19.6pp | 58.88%-48.1pp | 31.51%-20.7pp |
| Employer contribution / active EE | $949 | $1,708-44.5% | $4,305-78.0% | $2,654-64.2% |
| Participant deferral / active EE | $1,650 | $2,474-33.3% | $5,540-70.2% | $4,375-62.3% |
| Admin fee / account holder | $147 | $846-82.6% | $14,329-99.0% | $834-82.3% |