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 |
|---|---|---|
Filed as: PREFERRED PENSION PLANNING CORP. Service code 17 · EIN 22-3200158 5991 US HIGHWAY 22 · BRIDGEWATER, NJ 08807 | Pension Consulting | $1,288 |
Service code 52 5707 SOUTHWEST PKWY, BLDG. 2 · AUSTIN, TX 78735 | Indirect Investment Fees | $0 |
NATIONWIDE1 year Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,990 | $88,083-80.7% | $164,813-89.7% | $74,495-77.2% |
| Participation rate | 84.4% | 73.0%+11.4pp | 78.6%+5.8pp | 67.2%+17.2pp |
| Annual return | 12.51% | 17.26%-4.7pp | 69.93%-57.4pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,248 | $2,593-51.9% | $4,341-71.3% | $2,623-52.4% |
| Participant deferral / active EE | $1,225 | $4,498-72.8% | $6,031-79.7% | $4,346-71.8% |
| Admin fee / account holder | $27 | $2,234-98.8% | $12,690-99.8% | $1,942-98.6% |