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 |
|---|---|---|
NATIONWIDE8+ years Service code 17 · EIN 31-4156830 | Pension Consulting | $48,873 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,277 |
Filed as: PENSION PLAN SPECIALISTS PC Service code 49 | Other Services | $13,357 |
Filed as: PENSION PLAN SPECIALISTS Service code 49 · EIN 26-1570786 | Other Services | $600 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,854 | $102,553-28.0% | $151,611-51.3% | $66,914+10.4% |
| Participation rate | 77.8% | 85.5%-7.7pp | 87.5%-9.7pp | 69.8%+8.0pp |
| Annual return | -12.92% | -10.82%-2.1pp | 3.33%-16.3pp | 1.58%-14.5pp |
| Employer contribution / active EE | $2,555 | $4,180-38.9% | $6,166-58.6% | $2,544+0.4% |
| Participant deferral / active EE | $5,201 | $6,641-21.7% | $8,363-37.8% | $4,237+22.7% |
| Admin fee / account holder | $305 | $630-51.6% | $11,616-97.4% | $593-48.6% |