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 LLP3 years Filed as: THE PENSION SPECIALISTS, LTD. Service code 13 · EIN 36-3592542 10501 NORTH 2ND STREET · MACHESNEY PARK, IL 611151455 | Contract Administrator | $28,776 |
NATIONWIDE4+ years Service code 12 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment management fees paid indir... | $24,235 |
Service code 27 · EIN 45-3681885 1 TRANS AM PLAZA DR SUITE 230 · VILLA PARK, IL 60181 | Advisory (Plan) | $21,238 |
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.
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.
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 | $16,152 | $75,388-78.6% | $123,544-86.9% | $55,725-71.0% |
| Participation rate | 56.1% | 75.7%-19.5pp | 82.3%-26.2pp | 70.9%-14.7pp |
| Annual return | -7.92% | 4.48%-12.4pp | 119.20%-127.1pp | 244.93%-252.8pp |
| Employer contribution / active EE | $1,082 | $3,063-64.7% | $4,628-76.6% | $2,078-48.0% |
| Participant deferral / active EE | $1,941 | $5,651-65.7% | $6,426-69.8% | $3,356-42.2% |
| Admin fee / account holder | $114 | $120-4.4% | $9,284-98.8% | $115-0.6% |