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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $45,543 |
PENSION ASSURANCE LLP9+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 10 · EIN 85-0402842 6201 UPTOWN BLVD. NE · ALBUQUERQUE, NM 871104150 | Accounting | $17,227 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 26 · EIN 31-1332744 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Participants) | $11,398 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 AMERIPRISE FINANCIAL SERVICES · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,359 | $95,274-76.5% | $135,903-83.5% | $74,419-70.0% |
| Participation rate | 68.3% | 78.2%-9.9pp | 81.9%-13.6pp | 70.7%-2.4pp |
| Annual return | 12.74% | 32.77%-20.0pp | 68.23%-55.5pp | 34.38%-21.6pp |
| Employer contribution / active EE | $801 | $3,874-79.3% | $4,856-83.5% | $2,637-69.6% |
| Participant deferral / active EE | $1,872 | $7,782-75.9% | $7,758-75.9% | $4,528-58.7% |
| Admin fee / account holder | $97 | $266-63.5% | $10,762-99.1% | $348-72.0% |